Principal Financial shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $28k | 307 | 90.13 |
| 2023-09-30 | $222k | 3.2k | 69.76 |
| 2023-06-30 | $234k | 3.0k | 78.60 |
| 2023-03-31 | $190k | 1.7k | 112.56 |
| 2022-12-31 | $141k | 1.7k | 83.53 |
| 2022-09-30 | $106k | 1.4k | 75.28 |
| 2022-06-30 | $69k | 1.0k | 67.25 |
| 2022-03-31 | $73k | 990 | 73.74 |
| 2021-12-31 | $51k | 710 | 71.83 |
| 2021-09-30 | $33k | 520 | 63.46 |
| 2021-06-30 | $26k | 405 | 64.20 |
| 2021-03-31 | $24k | 405 | 59.26 |