Principal Financial shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 3.3k | 82.91 |
| 2025-06-30 | $258k | 3.3k | 79.44 |
| 2025-03-31 | $267k | 3.2k | 84.36 |
| 2024-12-31 | $243k | 3.1k | 77.41 |
| 2024-09-30 | $267k | 3.1k | 85.90 |