Principal Financial shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $223k | 3.5k | 63.89 |
| 2021-06-30 | $204k | 3.3k | 62.45 |
| 2021-03-31 | $190k | 3.2k | 59.56 |
| 2020-12-31 | $158k | 3.2k | 49.25 |
| 2020-09-30 | $119k | 3.0k | 39.68 |
| 2020-06-30 | $95k | 2.9k | 32.26 |
| 2020-03-31 | $0 | 2.6k | 0.00 |
| 2019-12-31 | $132k | 2.5k | 53.17 |
| 2019-09-30 | $137k | 2.5k | 55.21 |
| 2019-06-30 | $133k | 2.3k | 57.06 |
| 2019-03-31 | $112k | 2.3k | 48.05 |
| 2018-12-31 | $98k | 2.3k | 42.04 |