Principal Financial shares owned by Oakmont Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 32k | 85.90 |
| 2024-06-30 | $2.5M | 32k | 78.45 |
| 2024-03-31 | $2.8M | 32k | 86.31 |
| 2023-12-31 | $2.5M | 32k | 78.67 |
| 2023-09-30 | $2.3M | 33k | 72.07 |
| 2023-06-30 | $2.6M | 34k | 75.84 |
| 2023-03-31 | $2.6M | 34k | 74.32 |
| 2022-12-31 | $2.9M | 34k | 83.92 |
| 2022-09-30 | $2.5M | 34k | 72.16 |
| 2022-06-30 | $2.4M | 36k | 66.78 |
| 2022-03-31 | $2.6M | 35k | 73.41 |