Cambria Investment Management’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	$9.27M	Buy	102,877 +6,573	+7%	+$601K	0.52%	86
2025 Q4	$8.49M	Sell	96,304 -15,280	-14%	-$1.29M	0.5%	88
2025 Q3	$9.25M	Sell	111,584 -7,660	-6%	-$612K	0.56%	66
2025 Q2	$9.47M	Sell	119,244 -16,883	-12%	-$1.3M	0.64%	59
2025 Q1	$11.5M	Sell	136,127 -13,530	-9%	-$1.13M	0.8%	35
2024 Q4	$11.6M	Buy	149,657 +5,787	+4%	+$488K	0.7%	69
2024 Q3	$12.4M	Sell	143,870 -1,076	-0.7%	-$86.9K	0.74%	59
2024 Q2	$11.4M	Buy	144,946 +3,548	+3%	+$288K	0.7%	83
2024 Q1	$12.2M	Buy	141,398 +4,407	+3%	+$354K	0.73%	99
2023 Q4	$10.8M	Buy	136,991 +18,362	+15%	+$1.33M	0.75%	49
2023 Q3	$8.55M	Buy	118,629 +9,261	+8%	+$719K	0.69%	63
2023 Q2	$8.29M	Sell	109,368 -11,996	-10%	-$865K	0.69%	50
2023 Q1	$9.02M	Buy	121,364 +4,309	+4%	+$366K	0.75%	44
2022 Q4	$9.82M	Buy	117,055 +21,716	+23%	+$1.86M	0.82%	31
2022 Q3	$6.88M	Buy	95,339 +10,849	+13%	+$779K	0.74%	34
2022 Q2	$5.64M	Buy	+84,490	New	+$5.94M	0.73%	43
2018 Q2	–	Sell	-4,524	Closed	-$276K	–	312
2018 Q1	$276K	Buy	+4,524	New	+$298K	0.04%	236
2017 Q3	–	Sell	-17,554	Closed	-$1.13M	–	217
2017 Q2	$1.13M	Sell	17,554 -2,260	-11%	-$143K	0.24%	134
2017 Q1	$1.25M	Buy	+19,814	New	+$1.21M	0.42%	94