West Financial Advisors, LLC Principal Financial Group Inc Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,806 shares of PFG stock, worth $152,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,806

Previous 1,830 1.31%

Holding current value

$152,552

Previous $145,000 2.76%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$75.53 - $82.95 $1,812 - $1,990	-24 Reduced 1.31%	1,806 $149,000
Q2 2025 Jul 21, 2025	SELL	$69.56 - $86.19 $2,782 - $3,447	-40 Reduced 2.14%	1,830 $145,000
Q4 2024 Jan 14, 2025	SELL	$74.91 - $91.26 $43,372 - $52,839	-579 Reduced 23.64%	1,870 $144,000
Q3 2024 Oct 08, 2024	BUY	$72.94 - $87.46 $1,312 - $1,574	18 Added 0.74%	2,449 $210,000
Q2 2024 Jul 15, 2024	SELL	$76.66 - $86.01 $2,376 - $2,666	-31 Reduced 1.26%	2,431 $190,000

Q4 2023 Jan 11, 2024	SELL	$66.88 - $79.58 $3,544 - $4,217	-53 Reduced 2.11%	2,462 $193,000
Q3 2023 Oct 10, 2023	SELL	$72.0 - $84.1 $720 - $841	-10 Reduced 0.4%	2,515 $181,000
Q2 2023 Jul 07, 2023	BUY	$65.46 - $77.11 $49,356 - $58,140	754 Added 42.57%	2,525 $191,000
Q1 2023 Apr 18, 2023	SELL	$69.69 - $93.39 $3,832 - $5,136	-55 Reduced 3.01%	1,771 $131,000
Q4 2022 Jan 10, 2023	SELL	$75.39 - $95.0 $2,714 - $3,420	-36 Reduced 1.93%	1,826 $0
Q3 2022 Oct 11, 2022	BUY	$61.13 - $79.78 $11,859 - $15,477	194 Added 11.63%	1,862 $134,000
Q2 2022 Jul 14, 2022	SELL	$62.84 - $76.21 $9,111 - $11,050	-145 Reduced 8.0%	1,668 $111,000
Q1 2022 Apr 18, 2022	BUY	$64.37 - $78.95 $8,046 - $9,868	125 Added 7.41%	1,813 $133,000
Q3 2021 Oct 13, 2021	BUY	$59.2 - $68.12 $75,420 - $86,784	1,274 Added 307.73%	1,688 $109,000
Q2 2021 Jul 27, 2021	SELL	$59.74 - $66.87 $11,051 - $12,370	-185 Reduced 30.88%	414 $26,000
Q1 2021 Apr 20, 2021	BUY	$48.31 - $61.55 $8,937 - $11,386	185 Added 44.69%	599 $36,000
Q4 2020 Feb 22, 2021	SELL	$38.25 - $52.6 $4,169 - $5,733	-109 Reduced 20.84%	414 $21,000
Q4 2020 Feb 02, 2021	BUY	$38.25 - $52.6 $20,004 - $27,509	523 New	523 $22 Million

Others Institutions Holding PFG

# of Institutions

929

Shares Held

159M

Call Options Held

139K

Put Options Held

33.3K

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

West Financial Advisors, LLC Principal Financial Group Inc Transaction History