Principal Financial shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7M | 48k | 78.67 |
| 2023-09-30 | $3.5M | 49k | 72.07 |
| 2023-06-30 | $4.6M | 60k | 75.84 |
| 2023-03-31 | $4.4M | 59k | 74.32 |
| 2022-12-31 | $4.8M | 58k | 83.92 |
| 2022-09-30 | $2.6M | 36k | 72.16 |
| 2022-06-30 | $2.3M | 35k | 66.79 |
| 2022-03-31 | $3.3M | 45k | 73.42 |
| 2021-12-31 | $3.6M | 50k | 72.32 |
| 2021-09-30 | $963k | 15k | 64.40 |
| 2021-06-30 | $908k | 14k | 63.20 |
| 2021-03-31 | $830k | 14k | 59.99 |
| 2020-12-31 | $445k | 9.0k | 49.55 |
| 2020-09-30 | $292k | 7.2k | 40.40 |
| 2020-06-30 | $311k | 7.7k | 40.14 |
| 2020-03-31 | $201k | 7.3k | 27.38 |
| 2019-12-31 | $398k | 7.1k | 55.73 |
| 2019-09-30 | $307k | 5.4k | 57.22 |
| 2019-06-30 | $313k | 5.4k | 57.91 |
| 2019-03-31 | $274k | 5.5k | 50.25 |
| 2018-12-31 | $209k | 4.7k | 44.26 |
| 2018-09-30 | $277k | 4.7k | 58.66 |
| 2018-06-30 | $248k | 4.7k | 52.97 |
| 2018-03-31 | $270k | 4.5k | 59.47 |
| 2017-12-31 | $320k | 4.5k | 70.48 |
| 2017-09-30 | $11k | 177 | 62.15 |
| 2017-06-30 | $56k | 877 | 63.85 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors