Marquette Asset 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 Q2	$20.3K	Hold	188	–	–	﹤0.01%	233
2026 Q1	$16.9K	Hold	188	–	–	﹤0.01%	183
2025 Q4	$16.6K	Buy	188 +20	+12%	+$1.69K	﹤0.01%	176
2025 Q3	$13.9K	Hold	168	–	–	﹤0.01%	184
2025 Q2	$13.3K	Sell	168 -5,534	-97%	-$425K	﹤0.01%	109
2025 Q1	$481K	Hold	5,702	–	–	0.08%	33
2024 Q4	$441K	Hold	5,702	–	–	0.07%	44
2024 Q3	$490K	Hold	5,702	–	–	0.08%	47
2024 Q2	$447K	Sell	5,702 -360	-6%	-$29.2K	0.08%	47
2024 Q1	$523K	Hold	6,062	–	–	0.09%	41
2023 Q4	$477K	Sell	6,062 -200	-3%	-$14.5K	0.09%	45
2023 Q3	$451K	Buy	6,262 +5,534	+760%	+$430K	0.11%	43
2023 Q2	$55.2K	Hold	728	–	–	0.01%	143
2023 Q1	$54.1K	Buy	728 +360	+98%	+$30.5K	0.01%	144
2022 Q4	$30.9K	Hold	368	–	–	0.01%	166
2022 Q3	$27K	Hold	368	–	–	0.01%	166
2022 Q2	$25K	Hold	368	–	–	0.01%	195
2022 Q1	$27K	Hold	368	–	–	0.01%	218
2021 Q4	$27K	Hold	368	–	–	0.01%	211
2021 Q3	$24K	Hold	368	–	–	0.01%	215
2021 Q2	$23K	Hold	368	–	–	0.01%	203
2021 Q1	$22K	Buy	368 +200	+119%	+$11.1K	0.01%	195
2020 Q4	$8K	Hold	168	–	–	﹤0.01%	221
2020 Q3	$7K	Hold	168	–	–	﹤0.01%	212
2020 Q2	$7K	Hold	168	–	–	﹤0.01%	231
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	231
2019 Q4	$9K	Hold	168	–	–	﹤0.01%	220
2019 Q3	$10K	Hold	168	–	–	﹤0.01%	241
2019 Q2	$10K	Hold	168	–	–	﹤0.01%	237
2019 Q1	$8K	Buy	+168	New	+$8.33K	﹤0.01%	261

Other funds holding PFG