JT Stratford »

Principal Financial shares owned by JT Stratford

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by JT Stratford from 13F filings

Historical chart of JT Stratford investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by JT Stratford consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by JT Stratford

Quarter filed Position value Share count Share price at filing
2026-06-30 $268k 2.5k 107.78
2023-09-30 $228k 3.2k 72.07
2023-06-30 $380k 5.0k 75.84
2023-03-31 $499k 6.7k 74.32
2022-12-31 $369k 4.4k 83.92
2022-09-30 $297k 4.1k 72.12
2022-06-30 $299k 4.5k 66.76
2022-03-31 $401k 5.5k 73.42
2021-12-31 $464k 6.4k 72.34
2021-09-30 $425k 6.6k 64.34
2021-06-30 $417k 6.6k 63.12
2021-03-31 $401k 6.7k 60.01
2020-12-31 $323k 6.5k 49.59
2020-09-30 $242k 6.0k 40.19
2020-06-30 $208k 5.0k 41.58