Principal Financial shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 28k | 85.90 |
| 2024-06-30 | $2.1M | 27k | 78.45 |
| 2024-03-31 | $2.3M | 26k | 86.31 |
| 2023-12-31 | $2.0M | 25k | 78.67 |
| 2023-09-30 | $1.6M | 22k | 72.07 |
| 2023-06-30 | $1.6M | 21k | 75.84 |
| 2023-03-31 | $1.3M | 18k | 74.32 |
| 2022-12-31 | $1.4M | 17k | 83.92 |
| 2022-09-30 | $1.1M | 15k | 72.14 |
| 2022-06-30 | $790k | 12k | 66.78 |
| 2022-03-31 | $892k | 12k | 73.39 |
| 2021-12-31 | $618k | 8.5k | 72.29 |
| 2021-09-30 | $276k | 4.3k | 64.35 |
More positions owned by Financial Advisory Service
View all positions for Financial Advisory Service