Principal Financial shares owned by Legacy Bridge
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47k | 570 | 82.91 |
| 2025-06-30 | $45k | 570 | 79.43 |
| 2025-03-31 | $48k | 570 | 84.37 |
| 2024-12-31 | $44k | 570 | 77.41 |
| 2024-09-30 | $49k | 570 | 85.90 |
| 2024-06-30 | $119k | 1.5k | 78.45 |
| 2024-03-31 | $271k | 3.1k | 86.31 |
| 2023-12-31 | $247k | 3.1k | 78.67 |
| 2023-09-30 | $281k | 3.9k | 72.07 |
| 2023-06-30 | $295k | 3.9k | 75.84 |
| 2023-03-31 | $290k | 3.9k | 74.32 |
| 2022-12-31 | $327k | 3.9k | 83.92 |
| 2022-09-30 | $281k | 3.9k | 72.14 |
| 2022-06-30 | $260k | 3.9k | 66.75 |
| 2022-03-31 | $286k | 3.9k | 73.43 |
| 2021-12-31 | $331k | 4.6k | 72.43 |
| 2021-09-30 | $294k | 4.6k | 64.33 |
| 2021-06-30 | $289k | 4.6k | 63.24 |
| 2021-03-31 | $274k | 4.6k | 59.96 |
| 2020-12-31 | $227k | 4.6k | 49.67 |
| 2020-09-30 | $184k | 4.6k | 40.26 |
| 2020-06-30 | $190k | 4.6k | 41.58 |
| 2020-03-31 | $143k | 4.6k | 31.29 |
| 2019-12-31 | $440k | 8.0k | 55.00 |
| 2019-09-30 | $457k | 8.0k | 57.12 |
| 2019-06-30 | $463k | 8.0k | 57.88 |
| 2019-03-31 | $402k | 8.0k | 50.25 |
| 2018-12-31 | $353k | 8.0k | 44.12 |