PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 7,196 Value ($000) $635 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 7,618 Value ($000) $632 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 7,626 Value ($000) $606 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 8,673 Value ($000) $732 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 8,705 Value ($000) $674 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 9,361 Value ($000) $804 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 9,630 Value ($000) $755 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 8,597 Value ($000) $742 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 8,340 Value ($000) $656 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 8,296 Value ($000) $598 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 8,161 Value ($000) $619 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 9,935 Value ($000) $738 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 10,443 Value ($000) $876 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 10,846 Value ($000) $783 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 10,573 Value ($000) $706 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 10,125 Value ($000) $743 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 10,116 Value ($000) $732 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 10,132 Value ($000) $653 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 9,821 Value ($000) $621 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 8,662 Value ($000) $519,374 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 8,662 Value ($000) $430 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 8,812 Value ($000) $355 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 8,146 Value ($000) $338 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 6,246 Value ($000) $195 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 6,871 Value ($000) $377 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 6,880 Value ($000) $393 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 7,105 Value ($000) $411 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 6,537 Value ($000) $328 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 6,537 Value ($000) $288 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 6,567 Value ($000) $385 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 5,823 Value ($000) $308 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 5,823 Value ($000) $354 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 5,778 Value ($000) $407 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 5,893 Value ($000) $379 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 5,698 Value ($000) $365 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 3,388 Value ($000) $213 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 2,168 Value ($000) $125 Avg Close $39.76 Range $36.06 - $43.73