Vestmark Advisory Solutions’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
$730K Buy
2022
Q2
Sell
2022
Q1
$294K Hold
2021
Q4
$290K Sell
2021
Q3
$260K Sell
2021
Q2
$258K Buy
2021
Q1
$218K Buy