Principal Financial shares owned by Beacon Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 4.3k | 82.90 |
| 2025-06-30 | $208k | 2.6k | 79.42 |
| 2025-03-31 | $230k | 2.7k | 84.36 |
| 2024-12-31 | $303k | 3.9k | 77.40 |
| 2024-09-30 | $404k | 4.7k | 85.89 |
| 2024-06-30 | $394k | 5.0k | 78.44 |
| 2024-03-31 | $437k | 5.1k | 86.30 |
| 2023-12-31 | $4.5M | 57k | 78.67 |
| 2023-09-30 | $4.6M | 60k | 77.71 |
| 2023-06-30 | $4.5M | 60k | 75.61 |
| 2023-03-31 | $4.5M | 61k | 74.28 |
| 2022-12-31 | $5.3M | 63k | 83.92 |
| 2022-09-30 | $4.6M | 65k | 71.42 |
| 2022-06-30 | $4.4M | 65k | 67.82 |
| 2022-03-31 | $4.8M | 65k | 74.53 |
| 2021-12-31 | $4.8M | 65k | 73.20 |
| 2021-09-30 | $4.3M | 66k | 65.35 |
| 2021-06-30 | $4.0M | 66k | 61.58 |
| 2021-03-31 | $3.6M | 66k | 53.78 |
| 2020-12-31 | $3.6M | 66k | 53.78 |
| 2020-09-30 | $2.7M | 68k | 40.27 |
| 2020-06-30 | $2.8M | 69k | 40.35 |
| 2020-03-31 | $2.1M | 62k | 33.21 |
| 2019-12-31 | $3.5M | 63k | 55.00 |
| 2019-09-30 | $3.6M | 63k | 57.37 |
| 2019-06-30 | $3.7M | 64k | 57.92 |
| 2019-03-31 | $3.2M | 64k | 50.20 |
| 2018-12-31 | $2.8M | 64k | 43.56 |
| 2018-09-30 | $3.7M | 64k | 58.59 |
| 2018-06-30 | $3.5M | 66k | 52.95 |
| 2018-03-31 | $4.0M | 66k | 60.92 |
| 2017-12-31 | $4.9M | 69k | 70.56 |
| 2017-09-30 | $8.4M | 131k | 64.34 |
| 2017-06-30 | $8.5M | 131k | 64.53 |
| 2017-03-31 | $8.2M | 131k | 63.11 |
| 2016-12-31 | $7.6M | 132k | 57.86 |
| 2016-09-30 | $6.7M | 133k | 50.50 |
| 2015-09-30 | $527k | 11k | 46.79 |
| 2015-06-30 | $377k | 7.4k | 50.72 |
| 2015-03-31 | $320k | 6.2k | 51.33 |
| 2014-12-31 | $247k | 4.7k | 52.79 |
| 2014-09-30 | $255k | 4.8k | 52.81 |