Kayne Anderson Rudnick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $663 | Hold |
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|
2025
Q2 | $635 | Hold |
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|
2025
Q1 | $675 | Hold |
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|
2024
Q4 | $619 | Hold |
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|
2024
Q3 | $687 | Hold |
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|
2024
Q2 | $628 | Sell |
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|
2024
Q1 | $1.21K | Hold |
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|
2023
Q4 | $1.1K | Sell |
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|
2023
Q3 | $1.08K | Hold |
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|
2023
Q2 | $1.14K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $4.89M | Buy |
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