Cerity Partners’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	$18.3M	Buy	203,323 +22,829	+13%	+$2.09M	0.03%	472
2025 Q4	$15.9M	Buy	180,494 +124,781	+224%	+$10.5M	0.02%	479
2025 Q3	$4.62M	Buy	55,713 +17,756	+47%	+$1.42M	0.01%	889
2025 Q2	$3.01M	Buy	37,957 +3,175	+9%	+$244K	0.01%	1037
2025 Q1	$2.93M	Buy	34,782 +5,603	+19%	+$466K	0.01%	953
2024 Q4	$2.32M	Sell	29,179 -863	-3%	-$72.7K	0.01%	1037
2024 Q3	$2.58M	Buy	30,042 +3,281	+12%	+$265K	0.01%	973
2024 Q2	$2.1M	Sell	26,761 -1,045	-4%	-$84.9K	0.01%	891
2024 Q1	$2.4M	Buy	27,806 +7,105	+34%	+$570K	0.01%	895
2023 Q4	$1.63M	Buy	20,701 +2,602	+14%	+$188K	0.01%	828
2023 Q3	$1.3M	Sell	18,099 -2,163	-11%	-$168K	0.01%	684
2023 Q2	$1.54M	Buy	20,262 +13,383	+195%	+$965K	0.01%	795
2023 Q1	$29.9M	Buy	6,879 +1,405	+26%	+$119K	0.07%	189
2022 Q4	$460K	Buy	5,474 +1,525	+39%	+$131K	﹤0.01%	976
2022 Q3	$284K	Sell	3,949 -406	-9%	-$29.2K	﹤0.01%	918
2022 Q2	$268K	Buy	4,355 +1,399	+47%	+$98.4K	﹤0.01%	949
2022 Q1	$218K	Buy	2,956 +120	+4%	+$8.69K	﹤0.01%	841
2021 Q4	$205K	Buy	+2,836	New	+$198K	﹤0.01%	927