Principal Financial shares owned by Mokosak Advisory Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Mokosak Advisory Group
from 13F filings
Historical chart of Mokosak Advisory Group investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Mokosak Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $593k | 7.2k | 82.91 |
| 2025-06-30 | $563k | 7.1k | 79.42 |
| 2025-03-31 | $593k | 7.0k | 84.36 |
| 2024-12-31 | $545k | 7.0k | 77.40 |
| 2024-09-30 | $603k | 7.0k | 85.89 |
| 2024-06-30 | $561k | 7.2k | 78.45 |
| 2024-03-31 | $617k | 7.2k | 86.29 |
| 2023-12-31 | $541k | 6.9k | 78.67 |
| 2023-09-30 | $487k | 6.8k | 72.07 |
| 2023-06-30 | $516k | 6.8k | 75.84 |
| 2023-03-31 | $504k | 6.8k | 74.31 |
| 2022-12-31 | $569k | 6.8k | 83.96 |
| 2022-09-30 | $482k | 6.7k | 72.17 |
| 2022-06-30 | $467k | 7.0k | 66.74 |
| 2022-03-31 | $510k | 6.9k | 73.57 |
| 2021-12-31 | $497k | 6.9k | 72.29 |
| 2021-09-30 | $427k | 6.6k | 64.71 |
| 2021-06-30 | $415k | 6.6k | 62.97 |
| 2021-03-31 | $370k | 6.2k | 59.88 |
| 2020-12-31 | $304k | 6.1k | 49.64 |
| 2020-09-30 | $247k | 6.1k | 40.46 |
| 2020-06-30 | $260k | 6.3k | 41.55 |
| 2019-12-31 | $343k | 6.2k | 54.99 |
| 2019-09-30 | $327k | 5.7k | 57.22 |