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Principal Financial shares owned by Waldron

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

Historical chart of Waldron investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 5.3k 78.55
2023-09-30 $387k 5.4k 71.95
2023-06-30 $419k 5.5k 75.77
2023-03-31 $409k 5.5k 74.20
2022-12-31 $398k 5.5k 71.97
2022-09-30 $398k 5.5k 71.97
2022-06-30 $369k 5.5k 66.65
2022-03-31 $410k 5.6k 73.32
2021-12-31 $397k 5.5k 72.25
2021-09-30 $353k 5.5k 64.24
2021-06-30 $335k 5.3k 63.03
2021-03-31 $392k 6.5k 59.96
2020-12-31 $324k 6.5k 49.56
2020-09-30 $263k 6.5k 40.23
2020-06-30 $269k 6.5k 41.45
2019-12-31 $348k 6.3k 54.96
2019-09-30 $361k 6.3k 57.01