SEC 13F Intelligence

PCBIXPRINCIPAL FUNDS INC MID CAP FU

CUSIP 74253Q747 · Yahoo Finance ↗ · Google Finance ↗

Principal Funds Inc Mid Cap Fu (PCBIX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 29.3K shares worth $1M as of Q1 2026. The largest reported holders are Moody Lynn Lieberson & Walker, LLC, Fulton Bank, N.a., and Oakworth Capital, Inc..

Institutional Holders
3
Q1 2026
Reported Value
$1M
Ticker
PCBIX
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 3Q2 ’19: 4Q2 ’19Q3 ’19: 2Q2 ’21: 3Q2 ’21Q4 ’21: 3Q4 ’22: 4Q4 ’22Q1 ’25: 1Q2 ’25: 2Q2 ’25Q3 ’25: 3Q4 ’25: 3Q4 ’25Q1 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $26MQ4 ’18Q1 ’19: $51MQ2 ’19: $55MQ2 ’19Q3 ’19: $36MQ2 ’21: $59MQ2 ’21Q4 ’21: $59MQ4 ’22: $1MQ4 ’22Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $2MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Garton & Associates Financial Advisors LLC$122M AUM0.06%$109,7122.6KQ4 2025OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.05%$901,49823.7KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.01%$208,9315.5KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.01%$315,2746.7KQ3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$4,897129Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.