PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

KESTRA PRIVATE WEALTH SERVICES, LLC's Holding History (CIK: 0001649451)

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

Q4 2025
Shares 14,302 Value ($000) $1,262 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 13,800 Value ($000) $1,144 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 13,663 Value ($000) $1,085 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 13,000 Value ($000) $1,097 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 14,371 Value ($000) $1,112 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 18,800 Value ($000) $1,615 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 19,928 Value ($000) $1,563 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 16,412 Value ($000) $1,417 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 14,027 Value ($000) $1,104 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 14,230 Value ($000) $1,026 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 13,628 Value ($000) $1,034 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 17,788 Value ($000) $1,322 Avg Close $76.24 Range $61.43 - $84.21