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SummitTX Capital’s Principal Financial Group PFG Stock Holding History

SummitTX Capital’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Buy
22,449
+13,958
+164% +$1.11M 0.08% 265
2025
Q1 		$716K Buy
+8,491
New +$716K 0.03% 461