Principal Financial shares owned by Private Ocean
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $48k | 554 | 86.31 |
| 2023-12-31 | $44k | 554 | 78.67 |
| 2023-09-30 | $40k | 554 | 72.07 |
| 2023-06-30 | $42k | 554 | 75.84 |
| 2023-03-31 | $41k | 554 | 74.32 |
| 2022-12-31 | $47k | 554 | 83.92 |
| 2022-09-30 | $39k | 554 | 70.40 |
| 2022-06-30 | $37k | 554 | 66.79 |
| 2022-03-31 | $41k | 554 | 74.01 |
| 2021-12-31 | $40k | 554 | 72.20 |
| 2021-09-30 | $10k | 159 | 62.89 |
| 2021-06-30 | $10k | 159 | 62.89 |
| 2021-03-31 | $10k | 159 | 62.89 |
| 2020-12-31 | $8.0k | 159 | 50.31 |
| 2020-09-30 | $6.0k | 159 | 37.74 |
| 2020-06-30 | $6.0k | 159 | 37.74 |
| 2020-03-31 | $4.0k | 159 | 25.16 |
| 2019-12-31 | $9.0k | 159 | 56.60 |
| 2019-09-30 | $10k | 159 | 62.89 |
| 2019-06-30 | $9.0k | 159 | 56.60 |
| 2019-03-31 | $8.0k | 159 | 50.31 |
| 2018-12-31 | $7.0k | 159 | 44.03 |
| 2018-09-30 | $9.0k | 159 | 56.60 |
| 2018-06-30 | $8.0k | 159 | 50.31 |
| 2018-03-31 | $9.0k | 159 | 56.60 |
| 2017-12-31 | $11k | 159 | 69.18 |
| 2017-09-30 | $10k | 159 | 62.89 |