Brinker Capital Investments’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	$333K	Buy	3,698 +163	+5%	+$14.9K	﹤0.01%	1626
2025 Q4	$312K	Sell	3,535 -448	-11%	-$37.8K	﹤0.01%	1792
2025 Q3	$330K	Buy	3,983 +82	+2%	+$6.55K	﹤0.01%	1718
2025 Q2	$310K	Sell	3,901 -335	-8%	-$25.7K	﹤0.01%	1687
2025 Q1	$357K	Buy	4,236 +798	+23%	+$66.4K	﹤0.01%	1552
2024 Q4	$266K	Buy	3,438 +644	+23%	+$54.3K	﹤0.01%	1610
2024 Q3	$240K	Buy	+2,794	New	+$226K	﹤0.01%	1629
2023 Q2	–	Sell	-3,162	Closed	-$235K	–	1668
2023 Q1	$235K	Buy	+3,162	New	+$268K	﹤0.01%	1442
2020 Q1	–	Sell	-4,223	Closed	-$232K	–	627
2019 Q4	$232K	Sell	4,223 -7	-0.2%	-$383	0.01%	308
2019 Q3	$242K	Buy	4,230 +110	+3%	+$6.19K	0.01%	308
2019 Q2	$239K	Sell	4,120 -9	-0.2%	-$496	0.01%	361
2019 Q1	$207K	Buy	4,129 +3,905	+1,743%	+$194K	0.01%	340
2018 Q4	$10K	Buy	224 +167	+293%	+$8.22K	﹤0.01%	505
2018 Q3	$3K	Buy	+57	New	+$3.18K	﹤0.01%	583