Summit Trail Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	+2,847	New	+$226K	﹤0.01%	1024
2018 Q1	–	Sell	-729	Closed	-$54K	–	1316
2017 Q4	$54K	Buy	+729	New	+$54K	0.01%	799