PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Prana Capital Management, LP's Holding History (CIK: 0001710951)

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

Q3 2025
Shares 241,339 Value ($000) $20,009 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 259,230 Value ($000) $20,591 Avg Close $74.81 Range $66.44 - $83.99
Q4 2024
Shares 105,399 Value ($000) $8,159 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 53,894 Value ($000) $4,629 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 89,570 Value ($000) $7,027 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 7,364 Value ($000) $636 Avg Close $74.77 Range $70.34 - $81.38
Q1 2022
Shares 71,481 Value ($000) $5,247 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 68,722 Value ($000) $4,971 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 610,918 Value ($000) $39,343 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 710,161 Value ($000) $44,875 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 633,543 Value ($000) $37,987 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 42,281 Value ($000) $2,098 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 295,654 Value ($000) $11,906 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 525,406 Value ($000) $21,825 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 553,993 Value ($000) $17,362 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 380,679 Value ($000) $20,937 Avg Close $43.18 Range $41.15 - $45.39
Q4 2018
Shares 153,000 Value ($000) $6,758 Avg Close $37.23 Range $30.82 - $46.09
Q1 2018
Shares 334,049 Value ($000) $20,347 Avg Close $48.41 Range $42.64 - $55.46