Principal Financial shares owned by Lake Street Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 3.3k | 82.91 |
| 2025-06-30 | $270k | 3.4k | 79.43 |
| 2025-03-31 | $286k | 3.4k | 84.37 |
| 2024-12-31 | $262k | 3.4k | 77.41 |
| 2024-09-30 | $292k | 3.4k | 85.90 |
| 2024-06-30 | $285k | 3.6k | 78.45 |
| 2024-03-31 | $321k | 3.7k | 86.31 |
| 2023-12-31 | $234k | 3.0k | 78.67 |
| 2023-09-30 | $278k | 3.8k | 72.66 |
| 2023-06-30 | $319k | 4.2k | 75.84 |
| 2023-03-31 | $386k | 5.2k | 74.32 |
| 2022-12-31 | $464k | 5.5k | 83.92 |
| 2022-09-30 | $413k | 5.7k | 72.18 |
| 2022-06-30 | $407k | 6.1k | 66.85 |
| 2022-03-31 | $323k | 4.4k | 73.48 |
| 2021-12-31 | $214k | 3.0k | 72.35 |