PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Kestra Advisory Services, LLC's Holding History (CIK: 0001830819)

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

Q4 2025
Shares 13,679 Value ($000) $1,207 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 13,087 Value ($000) $1,085 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 13,483 Value ($000) $1,071 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 11,721 Value ($000) $989 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 13,505 Value ($000) $1,045 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 12,647 Value ($000) $1,086 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 18,123 Value ($000) $1,422 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 17,591 Value ($000) $1,518 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 12,070 Value ($000) $950 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 14,284 Value ($000) $1,029 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 14,025 Value ($000) $1,064 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 13,007 Value ($000) $967 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 36,388 Value ($000) $3,054 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 30,246 Value ($000) $2,182 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 24,405 Value ($000) $1,630 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 13,831 Value ($000) $1,015 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 12,774 Value ($000) $924 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 11,900 Value ($000) $766 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 8,923 Value ($000) $564 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 12,198 Value ($000) $731 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 11,438 Value ($000) $558 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 102 Value ($000) $280,000 Avg Close $34.89 Range $30.57 - $38.63