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

Summit Trail Advisors’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 Q3	$1.15M	Buy
2025 Q2	$226K	Buy
2018 Q1	–	Sell
2017 Q4	$54K	Buy