PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 10,395 Value ($000) $917 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 9,056 Value ($000) $751 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 8,787 Value ($000) $698 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 8,768 Value ($000) $740 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 7,993 Value ($000) $619 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,708 Value ($000) $319 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,882 Value ($000) $305 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,708 Value ($000) $320 Avg Close $74.77 Range $70.34 - $81.38
Q4 2017
Shares 281 Value ($000) $20 Avg Close $50.32 Range $46.97 - $52.86
Q3 2015
Shares 229 Value ($000) $11 Avg Close $35.23 Range $28.49 - $39.36