Principal Financial shares owned by KC Investment Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 79.62 |
| 2025-06-30 | $944k | 12k | 79.43 |
| 2025-03-31 | $1.9M | 23k | 84.37 |
| 2024-12-31 | $780k | 10k | 77.41 |
| 2024-09-30 | $840k | 9.8k | 85.90 |
| 2024-06-30 | $690k | 8.8k | 78.45 |
| 2024-03-31 | $710k | 8.2k | 86.31 |
| 2023-12-31 | $533k | 6.8k | 78.67 |
| 2023-09-30 | $663k | 9.2k | 72.07 |
| 2023-06-30 | $684k | 9.0k | 75.84 |
| 2023-03-31 | $605k | 8.1k | 74.27 |
| 2022-12-31 | $600k | 7.2k | 83.90 |
| 2022-09-30 | $539k | 7.5k | 72.21 |
| 2022-06-30 | $441k | 6.6k | 66.74 |
| 2022-03-31 | $278k | 3.8k | 73.35 |