Principal Financial shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $437k | 5.6k | 78.45 |
| 2024-03-31 | $469k | 5.4k | 86.32 |
| 2023-12-31 | $406k | 5.2k | 78.67 |
| 2023-09-30 | $358k | 5.0k | 72.07 |
| 2023-06-30 | $385k | 5.1k | 75.83 |
| 2023-03-31 | $353k | 4.7k | 74.33 |
| 2022-12-31 | $387k | 4.6k | 83.93 |
| 2022-09-30 | $350k | 4.9k | 72.11 |
| 2022-06-30 | $305k | 4.6k | 66.81 |
| 2022-03-31 | $313k | 4.3k | 73.37 |
| 2021-12-31 | $328k | 4.5k | 72.23 |
| 2021-09-30 | $277k | 4.3k | 64.34 |
| 2021-06-30 | $267k | 4.2k | 63.24 |
| 2021-03-31 | $217k | 3.6k | 59.94 |