Principal Financial shares owned by Lion Street Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $557k | 8.3k | 67.09 |
| 2025-06-30 | $536k | 6.7k | 79.43 |
| 2025-03-31 | $680k | 8.1k | 84.37 |
| 2024-12-31 | $648k | 8.4k | 77.41 |
| 2024-09-30 | $718k | 8.4k | 85.90 |
| 2024-06-30 | $658k | 8.4k | 78.45 |
| 2024-03-31 | $662k | 8.4k | 78.67 |
| 2023-12-31 | $662k | 8.4k | 78.67 |
| 2023-09-30 | $607k | 8.4k | 72.07 |
| 2023-06-30 | $561k | 8.4k | 67.09 |
| 2023-03-31 | $624k | 8.4k | 74.32 |