Forvis Mazars Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Forvis Mazars 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
2026 Q1	$335K	Buy
2016 Q1	–	Sell
2015 Q4	$220K	Sell
2015 Q3	$238K	Buy