A detailed history of Gentry Private Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 7,428 shares of PFG stock, worth $627,443. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,428
Previous 7,099 4.63%
Holding current value
$627,443
Previous $564 Million 9.22%
% of portfolio
0.43%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$75.53 - $82.95 $24,849 - $27,290
329 Added 4.63%
7,428 $616 Million
Q2 2025

Jul 23, 2025

BUY
$69.56 - $86.19 $10,851 - $13,445
156 Added 2.25%
7,099 $564 Million
Q1 2025

May 13, 2025

BUY
$76.34 - $89.04 $530,028 - $618,204
6,943 New
6,943 $586 Million
Q3 2024

Nov 12, 2024

SELL
$72.94 - $87.46 $5,178 - $6,209
-71 Reduced 1.22%
5,743 $493 Million
Q2 2024

Aug 05, 2024

BUY
$76.66 - $86.01 $445,701 - $500,062
5,814 New
5,814 $456 Million

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.1B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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