Principal Financial shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 16k | 82.91 |
| 2025-06-30 | $1.2M | 16k | 79.43 |
| 2025-03-31 | $1.3M | 16k | 84.37 |
| 2024-06-30 | $1.2M | 16k | 78.45 |
| 2024-03-31 | $1.3M | 16k | 86.31 |
| 2023-12-31 | $1.3M | 16k | 78.67 |