CBIZ Investment Advisory Services’s Principal Financial Group PFG Stock Holding History

CBIZ Investment Advisory Services’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.24K	Hold
2025 Q3	$1.16K	Buy
2025 Q2	$556	Sell
2025 Q1	$2.53K	Buy