Principal Financial shares owned by Impact Partnership Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Impact Partnership Wealth
from 13F filings
Historical chart of Impact Partnership Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Impact Partnership Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 4.7k | 82.92 |
| 2025-06-30 | $402k | 5.1k | 79.43 |
| 2024-12-31 | $603k | 7.8k | 77.41 |
| 2024-09-30 | $663k | 7.7k | 85.90 |
| 2024-06-30 | $482k | 6.1k | 78.45 |
| 2023-12-31 | $517k | 6.6k | 78.67 |
| 2023-06-30 | $1.9k | 25 | 75.82 |