Principal Financial shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $265k | 3.1k | 86.31 |
| 2023-12-31 | $242k | 3.1k | 78.67 |
| 2023-09-30 | $221k | 3.1k | 72.07 |
| 2023-06-30 | $233k | 3.1k | 75.84 |
| 2023-03-31 | $228k | 3.1k | 74.32 |
| 2022-12-31 | $258k | 3.1k | 83.92 |
| 2022-09-30 | $222k | 3.1k | 72.29 |
| 2022-06-30 | $205k | 3.1k | 66.75 |
| 2022-03-31 | $225k | 3.1k | 73.27 |
| 2021-12-31 | $222k | 3.1k | 72.29 |
| 2021-09-30 | $198k | 3.1k | 64.47 |
| 2021-06-30 | $194k | 3.1k | 63.17 |
| 2021-03-31 | $184k | 3.1k | 59.92 |
More positions owned by Jackson, Grant Investment Advisers
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