Principal Financial shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.7k | 82.91 |
| 2025-06-30 | $312k | 3.9k | 79.43 |
| 2025-03-31 | $902k | 11k | 84.37 |
| 2024-12-31 | $842k | 11k | 77.40 |
| 2024-09-30 | $818k | 9.5k | 85.90 |
| 2024-06-30 | $752k | 9.6k | 78.45 |
| 2024-03-31 | $1.1M | 12k | 86.31 |
| 2023-12-31 | $1.0M | 13k | 78.67 |
| 2023-09-30 | $954k | 13k | 72.07 |
| 2023-06-30 | $1.0M | 14k | 75.84 |
| 2023-03-31 | $981k | 13k | 74.32 |
| 2022-12-31 | $977k | 12k | 83.92 |
| 2022-09-30 | $818k | 11k | 72.19 |
| 2022-06-30 | $803k | 12k | 66.83 |
| 2022-03-31 | $902k | 12k | 73.38 |
| 2021-12-31 | $937k | 13k | 72.37 |
| 2021-09-30 | $925k | 14k | 64.42 |
| 2021-06-30 | $1.0M | 16k | 63.21 |
| 2021-03-31 | $1.0M | 17k | 59.94 |
| 2020-12-31 | $896k | 18k | 49.60 |
| 2020-09-30 | $770k | 19k | 40.30 |
| 2020-06-30 | $832k | 20k | 41.55 |
| 2020-03-31 | $492k | 16k | 31.36 |
| 2019-12-31 | $740k | 14k | 54.99 |