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Principal Financial shares owned by Lion Street Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors investment in Principal Financial

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All positions including Principal Financial held by Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $662k 8.4k 78.67
2023-12-31 $662k 8.4k 78.67
2023-09-30 $607k 8.4k 72.07
2023-06-30 $561k 8.4k 67.09
2023-03-31 $624k 8.4k 74.32