EWA
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EP Wealth Advisors’s Principal Financial Group PFG Stock Holding History

EP Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$812K Sell
10,221
-2
-0% -$159 0.01% 622
2025
Q1 		$863K Sell
10,223
-268
-3% -$22.6K 0.01% 542
2024
Q4 		$812K Buy
10,491
+509
+5% +$39.4K 0.01% 560
2024
Q3 		$857K Buy
+9,982
New +$857K 0.01% 531