PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Kingsview Wealth Management, LLC's Holding History (CIK: 0001791965)

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

Q4 2025
Shares 4,982 Value ($000) $439 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 8,918 Value ($000) $739 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 36,643 Value ($000) $2,911 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 3,656 Value ($000) $308 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 3,804 Value ($000) $294 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,490 Value ($000) $300 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 25,139 Value ($000) $1,972 Avg Close $76.36 Range $71.87 - $81.40
Q4 2023
Shares 4,487 Value ($000) $353 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 4,766 Value ($000) $343 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 4,791 Value ($000) $363 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 4,393 Value ($000) $326 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 19,072 Value ($000) $1,601 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 44,979 Value ($000) $3,245 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 40,662 Value ($000) $2,716 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 61,152 Value ($000) $4,489 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 33,646 Value ($000) $2,434 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 31,540 Value ($000) $2,031 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 31,740 Value ($000) $2,017 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 26,669 Value ($000) $1,623 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 21,107 Value ($000) $1,047 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 24,649 Value ($000) $993 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 10,989 Value ($000) $456 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 9,249 Value ($000) $290 Avg Close $37.70 Range $18.74 - $45.40