Principal Financial shares owned by Greenwood Capital Associates
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Greenwood Capital Associates
from 13F filings
Historical chart of Greenwood Capital Associates investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Greenwood Capital Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 82.91 |
| 2025-06-30 | $1.3M | 17k | 79.43 |
| 2025-03-31 | $1.6M | 19k | 84.37 |
| 2024-12-31 | $1.4M | 18k | 77.41 |
| 2024-09-30 | $1.5M | 17k | 85.90 |
| 2024-06-30 | $1.3M | 17k | 78.45 |
| 2024-03-31 | $1.5M | 17k | 86.31 |
| 2023-12-31 | $1.3M | 17k | 78.67 |
| 2023-09-30 | $1.2M | 17k | 72.07 |
| 2023-06-30 | $1.2M | 16k | 75.84 |
| 2023-03-31 | $1.2M | 17k | 74.32 |
| 2022-12-31 | $1.2M | 14k | 83.92 |
| 2022-09-30 | $1.6M | 22k | 72.14 |
| 2022-06-30 | $1.4M | 21k | 66.79 |
| 2022-03-31 | $1.5M | 20k | 73.39 |
| 2021-12-31 | $916k | 13k | 72.33 |
| 2021-09-30 | $663k | 10k | 64.36 |
| 2021-06-30 | $581k | 9.2k | 63.24 |
| 2021-03-31 | $443k | 7.4k | 59.96 |
| 2014-12-31 | $227k | 4.4k | 51.83 |
| 2014-09-30 | $227k | 4.3k | 52.42 |
| 2014-06-30 | $218k | 4.3k | 50.40 |
More positions owned by Greenwood Capital Associates
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