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Principal Financial shares owned by Lantz Financial

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

Historical chart of Lantz Financial investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Lantz Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 2.1k 107.78

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Lantz Financial

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial