V-Square Quantitative 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 Q1	$1.87M	Buy	20,799 +1,301	+7%	+$119K	0.2%	81
2025 Q4	$1.72M	Sell	19,498 -870	-4%	-$73.4K	0.18%	86
2025 Q3	$1.69M	Buy	20,368 +1,565	+8%	+$125K	0.28%	66
2025 Q2	$1.49M	Buy	18,803 +10,622	+130%	+$815K	0.2%	101
2025 Q1	$690K	Sell	8,181 -4	-0%	-$333	0.1%	218
2024 Q4	$634K	Buy	8,185 +493	+6%	+$41.5K	0.09%	246
2024 Q3	$661K	Buy	7,692 +934	+14%	+$75.4K	0.1%	222
2024 Q2	$530K	Buy	6,758 +522	+8%	+$42.4K	0.09%	238
2024 Q1	$538K	Buy	6,236 +879	+16%	+$70.5K	0.08%	256
2023 Q4	$421K	Buy	5,357 +1,079	+25%	+$78.1K	0.07%	258
2023 Q3	$308K	Buy	4,278 +2,779	+185%	+$216K	0.14%	194
2023 Q2	$114K	Buy	+1,499	New	+$108K	0.08%	208