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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Quarterly reported holdings in Principal Financial by Glassy Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 3.0k | 82.91 |
| 2025-06-30 | $238k | 3.0k | 79.43 |
| 2025-03-31 | $253k | 3.0k | 84.37 |
| 2024-12-31 | $232k | 3.0k | 77.41 |
| 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 |