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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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All positions including Principal Financial held by Greenwood Capital Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
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