Kovitz Investment Group Partners
PFG icon

Kovitz Investment Group Partners’s Principal Financial Group PFG Stock Holding History

Kovitz Investment Group Partners’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,995
Closed -$414K – 1074
2025
Q3 		$414K Sell
4,995
-939
-16% -$75.1K ﹤0.01% 1098
2025
Q2 		$471K Sell
5,934
-493
-8% -$37.8K ﹤0.01% 994
2025
Q1 		$542K Buy
6,427
+66
+1% +$5.49K ﹤0.01% 881
2024
Q4 		$493K Sell
6,361
-849
-12% -$71.5K ﹤0.01% 897
2024
Q3 		$292K Buy
+7,210
New +$582K ﹤0.01% 877

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