Principal Financial shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $458k | 5.3k | 86.31 |
| 2023-09-30 | $349k | 4.8k | 72.07 |
| 2023-06-30 | $449k | 5.9k | 75.84 |
| 2023-03-31 | $348k | 4.7k | 74.32 |
| 2022-12-31 | $291k | 3.5k | 83.93 |
| 2022-09-30 | $252k | 3.5k | 72.06 |
| 2021-12-31 | $221k | 3.1k | 72.32 |
| 2021-09-30 | $194k | 3.0k | 64.49 |
| 2021-06-30 | $147k | 2.3k | 63.09 |
| 2021-03-31 | $155k | 2.6k | 60.05 |
| 2020-12-31 | $143k | 2.9k | 49.67 |
| 2020-09-30 | $116k | 2.9k | 40.36 |
| 2020-06-30 | $119k | 913 | 130.34 |
| 2020-03-31 | $85k | 2.7k | 31.16 |
| 2019-12-31 | $150k | 2.7k | 55.11 |
| 2019-09-30 | $155k | 2.7k | 57.01 |
| 2019-06-30 | $157k | 2.7k | 57.81 |
| 2019-03-31 | $136k | 2.7k | 50.13 |
| 2018-12-31 | $120k | 2.7k | 44.30 |
| 2018-09-30 | $159k | 2.7k | 58.76 |
| 2018-06-30 | $143k | 2.7k | 52.90 |
| 2018-03-31 | $176k | 3.0k | 59.32 |
| 2017-12-31 | $214k | 3.0k | 72.25 |
| 2017-09-30 | $179k | 2.7k | 66.42 |
| 2017-06-30 | $176k | 2.7k | 65.35 |
| 2017-03-31 | $167k | 2.7k | 62.06 |
| 2016-12-31 | $41k | 688 | 59.59 |
| 2016-09-30 | $137k | 2.7k | 51.01 |
| 2016-06-30 | $27k | 684 | 39.47 |