Principal Financial shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $39k | 458 | 85.90 |
| 2024-06-30 | $36k | 458 | 78.45 |
| 2024-03-31 | $40k | 458 | 86.31 |
| 2023-12-31 | $72k | 916 | 78.67 |
| 2023-09-30 | $33k | 458 | 72.07 |
| 2020-09-30 | $18k | 458 | 39.30 |