Principal Financial shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 3.1k | 85.90 |
| 2024-06-30 | $26k | 337 | 78.45 |
| 2024-03-31 | $271k | 3.1k | 86.31 |
| 2023-12-31 | $44k | 554 | 78.67 |
| 2023-09-30 | $242k | 3.4k | 72.07 |
| 2023-06-30 | $254k | 3.4k | 75.85 |
| 2023-03-31 | $239k | 3.2k | 74.33 |
| 2022-12-31 | $340k | 4.0k | 83.93 |
| 2022-09-30 | $335k | 4.6k | 72.23 |
| 2022-06-30 | $338k | 5.1k | 66.69 |
| 2022-03-31 | $349k | 4.8k | 73.46 |
| 2021-12-31 | $333k | 4.6k | 72.30 |
| 2021-09-30 | $215k | 3.3k | 64.55 |
| 2021-06-30 | $248k | 3.9k | 63.28 |
| 2021-03-31 | $184k | 3.1k | 60.03 |
| 2020-12-31 | $149k | 3.0k | 49.67 |