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Principal Financial shares owned by Gibson Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Gibson Wealth Advisors from 13F filings

Historical chart of Gibson Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Gibson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Gibson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $940k 11k 85.75
2022-09-30 $13k 174 74.71
2022-06-30 $12k 174 68.97
2022-03-31 $13k 174 74.71
2021-12-31 $13k 174 74.71

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Vanguard Strm Infproidx Etf Strm Infproidx Etf (VTIP)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Norfolk Southern (NSC)
Vanguard Small Cp Etf Small Cp Etf (VB)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Vanguard Allwrld Ex Us Etf Allwrld Ex Us Etf (VEU)
Duke Energy (DUK)
Pepsi (PEP)
Merck & Co (MRK)
Procter & Gamble Company (PG)
Fidelity Covington Trust Msci Utils Index Etf Msci Utils Index Etf (FUTY)
Apple (AAPL)

View all positions for Gibson Wealth Advisors

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial