Principal Financial shares owned by West Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $213k | 2.5k | 86.31 |
| 2023-12-31 | $194k | 2.5k | 78.67 |
| 2023-09-30 | $181k | 2.5k | 72.07 |
| 2023-06-30 | $192k | 2.5k | 75.84 |
| 2023-03-31 | $132k | 1.8k | 74.32 |
| 2022-12-31 | $153k | 1.8k | 83.92 |
| 2022-09-30 | $134k | 1.9k | 71.97 |
| 2022-06-30 | $111k | 1.7k | 66.55 |
| 2022-03-31 | $133k | 1.8k | 73.36 |
| 2021-12-31 | $122k | 1.7k | 72.27 |
| 2021-09-30 | $109k | 1.7k | 64.57 |
| 2021-06-30 | $26k | 414 | 62.80 |
| 2021-03-31 | $36k | 599 | 60.10 |
| 2020-12-31 | $21k | 414 | 50.72 |