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Principal Financial shares owned by Oak Thistle

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Oak Thistle from 13F filings

Historical chart of Oak Thistle investment in Principal Financial

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All positions including Principal Financial held by Oak Thistle consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Oak Thistle

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 17k 88.21
2024-12-31 $621k 8.0k 77.41
2024-06-30 $454k 5.8k 78.45
2022-06-30 $212k 3.2k 67.03