Principal Financial shares owned by B.O.S.S. Retirement Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by B.O.S.S. Retirement Advisors
from 13F filings
Historical chart of B.O.S.S. Retirement Advisors investment in Principal Financial
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All positions including Principal Financial held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by B.O.S.S. Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 13k | 85.90 |
| 2024-06-30 | $993k | 13k | 78.45 |
| 2024-03-31 | $1.3M | 17k | 78.67 |
| 2023-12-31 | $1.5M | 19k | 78.67 |
| 2023-09-30 | $1.6M | 22k | 72.07 |
| 2023-06-30 | $1.9M | 25k | 75.84 |
| 2023-03-31 | $2.0M | 27k | 74.32 |
| 2022-12-31 | $2.0M | 24k | 83.93 |
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