Principal Financial shares owned by CoreFirst Bank & Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by CoreFirst Bank & Trust
from 13F filings
Historical chart of CoreFirst Bank & Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by CoreFirst Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 150 | 82.91 |
| 2025-06-30 | $12k | 150 | 79.43 |
| 2024-12-31 | $12k | 150 | 77.41 |
| 2024-09-30 | $13k | 150 | 85.90 |
| 2024-03-31 | $13k | 150 | 86.31 |
| 2023-12-31 | $12k | 150 | 78.67 |
| 2023-09-30 | $14k | 197 | 72.07 |
| 2023-06-30 | $15k | 197 | 75.84 |
| 2023-03-31 | $15k | 197 | 74.32 |
| 2022-12-31 | $17k | 197 | 83.92 |
| 2022-09-30 | $14k | 197 | 71.07 |
| 2021-12-31 | $47k | 655 | 71.76 |
| 2021-09-30 | $42k | 655 | 64.12 |
| 2021-06-30 | $41k | 655 | 62.60 |
| 2021-03-31 | $39k | 655 | 59.54 |
| 2020-12-31 | $43k | 867 | 49.60 |