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

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Quarterly reported holdings in Principal Financial by Beacon Financial

Quarter filed Position value Share count Share price at filing
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