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Principal Financial shares owned by Glassy Mountain Advisors

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

Historical chart of Glassy Mountain Advisors investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Glassy Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 3.0k 85.90
2024-06-30 $235k 3.0k 78.45
2024-03-31 $259k 3.0k 86.31
2023-12-31 $236k 3.0k 78.67
2023-09-30 $211k 3.0k 70.21
2023-06-30 $228k 3.0k 75.84
2022-12-31 $252k 3.0k 83.92
2022-06-30 $200k 3.0k 66.67
2022-03-31 $220k 3.0k 73.33