GW&K Investment Management’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	$21K	Buy	236 +7	+3%	+$640	﹤0.01%	764
2025 Q4	$20K	Hold	229	–	–	﹤0.01%	747
2025 Q3	$19K	Buy	229 +17	+8%	+$1.36K	﹤0.01%	758
2025 Q2	$17K	Buy	212 +76	+56%	+$5.83K	﹤0.01%	755
2025 Q1	$11K	Buy	136 +5	+4%	+$416	﹤0.01%	792
2024 Q4	$10K	Buy	131 +4	+3%	+$337	﹤0.01%	782
2024 Q3	$11K	Sell	127 -9	-7%	-$727	﹤0.01%	764
2024 Q2	$11K	Buy	136 +14	+11%	+$1.14K	﹤0.01%	715
2024 Q1	$11K	Hold	122	–	–	﹤0.01%	679
2023 Q4	$10K	Buy	122 +27	+28%	+$1.96K	﹤0.01%	682
2023 Q3	$7K	Buy	95 +3	+3%	+$233	﹤0.01%	724
2023 Q2	$7K	Buy	+92	New	+$6.63K	﹤0.01%	725
2022 Q3	–	Sell	-68	Closed	-$5K	–	717
2022 Q2	$5K	Buy	68 +24	+55%	+$1.69K	﹤0.01%	610
2022 Q1	$3K	Buy	+44	New	+$3.19K	﹤0.01%	645