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

EP Wealth Advisors’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
2025 Q2	$812K	Sell
2025 Q1	$863K	Sell
2024 Q4	$812K	Buy
2024 Q3	$857K	Buy