MAI Capital 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	$2.02M	Sell	22,471 -72	-0.3%	-$6.58K	0.01%	577
2025 Q4	$1.99M	Buy	22,543 +331	+1%	+$27.9K	0.01%	566
2025 Q3	$1.84M	Buy	22,212 +1,609	+8%	+$129K	0.01%	560
2025 Q2	$1.64M	Buy	20,603 +33	+0.2%	+$2.53K	0.01%	536
2025 Q1	$1.74M	Sell	20,570 -98	-0.5%	-$8.15K	0.01%	503
2024 Q4	$1.6M	Buy	20,668 +3,057	+17%	+$258K	0.01%	520
2024 Q3	$1.51M	Sell	17,611 -4,934	-22%	-$398K	0.01%	457
2024 Q2	$1.77M	Buy	22,545 +81	+0.4%	+$6.58K	0.02%	437
2024 Q1	$1.94M	Buy	22,464 +15,788	+236%	+$1.27M	0.02%	409
2023 Q4	$525K	Buy	6,676 +1,511	+29%	+$109K	0.01%	685
2023 Q3	$372K	Sell	5,165 -145	-3%	-$11.3K	0.01%	734
2023 Q2	$403K	Sell	5,310 -1,074	-17%	-$77.4K	0.01%	717
2023 Q1	$474K	Sell	6,384 -6,399	-50%	-$543K	0.01%	657
2022 Q4	$1.07M	Buy	12,783 +7,655	+149%	+$657K	0.02%	400
2022 Q3	$370K	Buy	+5,128	New	+$368K	0.01%	642