PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 310 Value ($000) $27 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 310 Value ($000) $26 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 310 Value ($000) $25 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 310 Value ($000) $26 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 310 Value ($000) $24 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,110 Value ($000) $267 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 337 Value ($000) $26 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,137 Value ($000) $271 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 554 Value ($000) $44 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 3,354 Value ($000) $242 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 3,354 Value ($000) $254 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 3,217 Value ($000) $239 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 4,046 Value ($000) $340 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 4,638 Value ($000) $335 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 5,068 Value ($000) $338 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 4,751 Value ($000) $349 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 4,606 Value ($000) $333 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 3,331 Value ($000) $215 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 3,919 Value ($000) $248 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 3,065 Value ($000) $184 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 3,000 Value ($000) $149 Avg Close $37.97 Range $30.95 - $44.00