Principal Financial shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Principal Financial by Personal Cfo Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $427k | 5.9k | 72.07 |
2023-06-30 | $542k | 7.1k | 75.84 |
2023-03-31 | $523k | 7.0k | 74.32 |
2022-12-31 | $782k | 9.3k | 83.92 |
2022-09-30 | $212k | 2.9k | 72.06 |
2019-12-31 | $305k | 5.6k | 54.54 |
2019-09-30 | $469k | 6.6k | 71.45 |