Ancora Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.1K	Hold	334	–	–	﹤0.01%	1352
2025 Q4	$29.5K	Buy	334 +210	+169%	+$17.7K	﹤0.01%	1361
2025 Q3	$10.3K	Hold	124	–	–	﹤0.01%	1383
2025 Q2	$9.85K	Buy	124 +34	+38%	+$2.61K	﹤0.01%	1375
2025 Q1	$7.59K	Hold	90	–	–	﹤0.01%	1362
2024 Q4	$6.97K	Hold	90	–	–	﹤0.01%	1400
2024 Q3	$7.73K	Hold	90	–	–	﹤0.01%	1381
2024 Q2	$7.06K	Sell	90 -629	-87%	-$51.1K	﹤0.01%	1386
2024 Q1	$62.1K	Hold	719	–	–	﹤0.01%	909
2023 Q4	$56.6K	Buy	719 +629	+699%	+$45.6K	﹤0.01%	914
2023 Q3	$6.49K	Hold	90	–	–	﹤0.01%	1359
2023 Q2	$6.83K	Hold	90	–	–	﹤0.01%	1335
2023 Q1	$6.69K	Sell	90 -7	-7%	-$594	﹤0.01%	1351
2022 Q4	$9K	Buy	97 +7	+8%	+$600	﹤0.01%	1366
2022 Q3	$6K	Buy	+90	New	+$6.46K	﹤0.01%	1610
2018 Q4	–	Sell	-32	Closed	-$2K	–	1035
2018 Q3	$2K	Buy	+32	New	+$1.78K	﹤0.01%	1310