Principal Financial shares owned by Kinloch Capital
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Kinloch Capital
from 13F filings
Historical chart of Kinloch Capital investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Kinloch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $236k | 2.7k | 88.21 |
| 2025-09-30 | $222k | 2.7k | 82.91 |
| 2025-06-30 | $213k | 2.7k | 79.43 |
| 2025-03-31 | $226k | 2.7k | 84.37 |
| 2024-12-31 | $207k | 2.7k | 77.41 |
| 2024-09-30 | $230k | 2.7k | 85.90 |
| 2024-06-30 | $219k | 2.8k | 78.45 |
| 2024-03-31 | $227k | 2.6k | 86.31 |
| 2023-09-30 | $226k | 3.1k | 72.07 |
| 2023-06-30 | $237k | 3.1k | 75.84 |
| 2023-03-31 | $233k | 3.1k | 74.44 |
| 2022-12-31 | $263k | 3.1k | 84.03 |
| 2022-09-30 | $226k | 3.1k | 72.20 |
| 2022-06-30 | $209k | 3.1k | 66.77 |
| 2022-03-31 | $230k | 3.1k | 73.48 |
| 2021-12-31 | $226k | 3.1k | 72.20 |
| 2021-09-30 | $202k | 3.1k | 64.54 |
| 2021-06-30 | $220k | 3.5k | 63.22 |
| 2021-03-31 | $209k | 3.5k | 60.06 |
| 2020-12-31 | $247k | 5.0k | 49.65 |