Principal Financial shares owned by CBOE Vest Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by CBOE Vest Financial
from 13F filings
Historical chart of CBOE Vest Financial investment in Principal Financial
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Quarterly reported holdings in Principal Financial by CBOE Vest Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 14k | 82.91 |
| 2025-06-30 | $926k | 12k | 79.43 |
| 2025-03-31 | $787k | 9.3k | 84.37 |
| 2023-12-31 | $13M | 167k | 78.67 |
| 2023-09-30 | $8.6M | 120k | 72.07 |
| 2023-06-30 | $5.3M | 70k | 75.91 |
| 2023-03-31 | $1.4M | 19k | 74.32 |