Principal Financial shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.1M | 28k | 75.84 |
| 2023-03-31 | $2.2M | 30k | 74.32 |
| 2022-12-31 | $4.6M | 55k | 83.92 |
| 2022-09-30 | $4.1M | 57k | 72.16 |
| 2022-06-30 | $3.8M | 56k | 66.79 |
| 2022-03-31 | $4.1M | 56k | 73.41 |
| 2021-12-31 | $3.7M | 52k | 72.33 |
| 2021-09-30 | $3.4M | 53k | 64.41 |
| 2021-06-30 | $3.2M | 50k | 63.18 |
| 2021-03-31 | $3.0M | 51k | 59.97 |
| 2020-12-31 | $2.6M | 52k | 49.61 |
| 2020-09-30 | $2.2M | 54k | 40.27 |
| 2020-06-30 | $2.3M | 55k | 41.54 |
| 2020-03-31 | $1.7M | 54k | 31.35 |
| 2019-12-31 | $2.7M | 48k | 55.00 |
| 2019-09-30 | $2.6M | 46k | 57.15 |
| 2019-06-30 | $2.6M | 45k | 57.93 |
| 2019-03-31 | $2.4M | 48k | 50.18 |
| 2018-12-31 | $1.9M | 43k | 44.17 |
| 2018-09-30 | $293k | 5.0k | 58.53 |
| 2018-06-30 | $215k | 4.1k | 52.96 |
| 2018-03-31 | $236k | 3.9k | 60.81 |
| 2017-12-31 | $286k | 4.1k | 70.55 |
| 2017-09-30 | $384k | 6.0k | 64.33 |
More positions owned by BerganKDV Wealth Management
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