PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,035 Value ($000) $973 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 11,455 Value ($000) $950 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 11,694 Value ($000) $929 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 11,695 Value ($000) $1 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 3,330 Value ($000) $0 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,490 Value ($000) $0 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,275 Value ($000) $0 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,275 Value ($000) $0 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 670 Value ($000) $0 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 172 Value ($000) $0 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 1 Value ($000) $0 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 1 Value ($000) $0 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 1 Value ($000) $0 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 1 Value ($000) $1 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 1 Value ($000) $1 Avg Close $61.74 Range $54.73 - $67.59
Q2 2020
Shares 4,551 Value ($000) $190 Avg Close $29.50 Range $20.74 - $40.21
Q2 2019
Shares 2,456 Value ($000) $143 Avg Close $42.59 Range $39.04 - $45.56
Q4 2018
Shares 797 Value ($000) $36 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 107 Value ($000) $7 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 9 Value ($000) $1 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 8,692 Value ($000) $530 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 9,113 Value ($000) $643 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 9,207 Value ($000) $593 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 9,403 Value ($000) $603 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 13,937 Value ($000) $880 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 13,929 Value ($000) $806 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 13,866 Value ($000) $715 Avg Close $32.91 Range $27.26 - $36.60
Q2 2016
Shares 12,612 Value ($000) $519 Avg Close $29.45 Range $26.69 - $31.45
Q1 2016
Shares 19,101 Value ($000) $754 Avg Close $26.59 Range $22.79 - $30.52
Q4 2015
Shares 16,420 Value ($000) $739 Avg Close $33.45 Range $30.06 - $35.70
Q3 2015
Shares 15,465 Value ($000) $733 Avg Close $35.23 Range $28.49 - $39.36
Q2 2015
Shares 15,124 Value ($000) $776 Avg Close $35.02 Range $33.55 - $36.24
Q1 2015
Shares 15,023 Value ($000) $772 Avg Close $33.68 Range $30.77 - $35.22
Q4 2014
Shares 12,252 Value ($000) $637 Avg Close $34.51 Range $30.89 - $36.24