PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Pinion Investment Advisors, LLC's Holding History (CIK: 0001738738)

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

Q4 2025
Shares 11,853 Value ($000) $1,046 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 13,224 Value ($000) $1,053 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 11,882 Value ($000) $944 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 23,042 Value ($000) $1,944 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 10,080 Value ($000) $780 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 9,783 Value ($000) $840 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 8,790 Value ($000) $690 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 8,221 Value ($000) $710 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 6,772 Value ($000) $533 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 9,193 Value ($000) $663 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 9,024 Value ($000) $684 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 8,146 Value ($000) $1 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 7,151 Value ($000) $1 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 7,464 Value ($000) $539 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 6,608 Value ($000) $441 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 3,790 Value ($000) $278 Avg Close $62.90 Range $55.77 - $69.64