Ballentine Partners’s Principal Financial Group PFG Stock Holding History

Ballentine Partners’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$228K	Sell
2025 Q2	$222K	Buy
2025 Q1	$236K	Buy
2024 Q4	$214K	Sell
2024 Q3	$241K	Sell
2024 Q2	$228K	Buy
2024 Q1	$239K	Sell
2023 Q4	$221K	Buy