WestEnd Advisors’s Principal Financial Group PFG Stock Holding History

WestEnd Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$332	Hold
2025 Q2	$318	Sell
2025 Q1	$506	Buy
2024 Q4	$155	Hold
2024 Q3	$172	Buy
2024 Q2	$78	Hold
2024 Q1	$86	Buy
2022 Q2	–	Hold
2022 Q1	–	Sell
2021 Q4	$216	Buy
2021 Q3	–	Hold
2021 Q2	–	Hold