Principal Financial shares owned by Capital A Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Capital A Wealth Management
from 13F filings
Historical chart of Capital A Wealth Management investment in Principal Financial
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All positions including Principal Financial held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Capital A Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $27k | 338 | 78.67 |
| 2025-03-31 | $505 | 6 | 84.33 |
| 2024-12-31 | $231 | 3 | 77.33 |
More positions owned by Capital A Wealth Management
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