Principal Financial shares owned by Old North State Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Old North State Trust
from 13F filings
Historical chart of Old North State Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Old North State Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $69k | 922 | 74.84 |
| 2022-12-31 | $77k | 922 | 83.51 |
| 2021-12-31 | $67k | 922 | 72.67 |
| 2021-09-30 | $59k | 922 | 63.99 |
| 2021-06-30 | $58k | 922 | 62.91 |
| 2021-03-31 | $59k | 922 | 63.99 |
| 2020-12-31 | $46k | 922 | 49.89 |
| 2020-09-30 | $44k | 1.1k | 40.11 |
| 2019-12-31 | $77k | 1.4k | 54.80 |
| 2019-09-30 | $80k | 1.4k | 56.94 |
| 2019-06-30 | $71k | 1.2k | 57.72 |
| 2019-03-31 | $61k | 1.2k | 49.59 |
| 2018-12-31 | $54k | 1.2k | 43.90 |
| 2018-09-30 | $98k | 1.6k | 59.43 |