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 csvQuarterly 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 |