Principal Financial shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 30k | 84.04 |
| 2025-06-30 | $2.2M | 29k | 76.59 |
| 2025-03-31 | $2.4M | 28k | 84.37 |
| 2024-12-31 | $2.0M | 26k | 77.41 |
| 2024-09-30 | $2.2M | 26k | 86.14 |
| 2024-06-30 | $2.0M | 25k | 81.53 |
| 2024-03-31 | $1.8M | 23k | 79.14 |
| 2023-12-31 | $1.6M | 20k | 77.52 |
| 2023-09-30 | $1.3M | 18k | 72.07 |
| 2023-06-30 | $1.3M | 17k | 76.68 |
| 2023-03-31 | $1.2M | 16k | 74.32 |