Ritholtz Wealth Management’s Principal Financial Group PFG Stock Holding History

Ritholtz Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$231K	Buy
2023 Q4	–	Sell
2023 Q3	$243K	Sell
2023 Q2	$349K	Sell
2023 Q1	$394K	Buy
2022 Q4	$437K	Buy
2022 Q3	$250K	Buy