Convergence Investment 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
2025 Q2	–	Sell	-11,343	Closed	-$957K	–	275
2025 Q1	$957K	Buy	+11,343	New	+$943K	0.26%	135
2020 Q4	–	Sell	-35,474	Closed	-$1.43M	–	267
2020 Q3	$1.43M	Buy	35,474 +18,942	+115%	+$807K	0.5%	60
2020 Q2	$687K	Sell	16,532 -571	-3%	-$20.8K	0.24%	151
2020 Q1	$536K	Sell	17,103 -1,480	-8%	-$70K	0.23%	133
2019 Q4	$1.02M	Sell	18,583 -934	-5%	-$51.1K	0.29%	128
2019 Q3	$1.11M	Sell	19,517 -4,871	-20%	-$274K	0.31%	118
2019 Q2	$1.41M	Buy	+24,388	New	+$1.34M	0.34%	113
2018 Q3	–	Sell	-18,537	Closed	-$982K	–	348
2018 Q2	$982K	Sell	18,537 -7,184	-28%	-$417K	0.14%	198
2018 Q1	$1.57M	Buy	25,721 +262	+1%	+$17.2K	0.2%	170
2017 Q4	$1.8M	Sell	25,459 -769	-3%	-$53K	0.24%	147
2017 Q3	$1.69M	Sell	26,228 -123	-0.5%	-$7.91K	0.24%	159
2017 Q2	$1.69M	Buy	26,351 +1,935	+8%	+$123K	0.25%	159
2017 Q1	$1.54M	Sell	24,416 -36,502	-60%	-$2.23M	0.22%	179
2016 Q4	$3.52M	Buy	60,918 +4,959	+9%	+$278K	0.49%	59
2016 Q3	$2.88M	Buy	55,959 +10,197	+22%	+$477K	0.43%	79
2016 Q2	$1.88M	Buy	45,762 +21,652	+90%	+$914K	0.26%	143
2016 Q1	$951K	Sell	24,110 -58,452	-71%	-$2.25M	0.11%	256
2015 Q4	$3.71M	Buy	+82,562	New	+$4.03M	0.42%	87