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Principal Financial shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 137 88.82
2025-09-30 $11k 137 82.76
2025-06-30 $11k 135 79.71
2025-03-31 $11k 134 84.49
2024-12-31 $10k 133 77.41
2024-09-30 $11k 133 85.90

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Amundi

View all funds holding Principal Financial