Principal Financial shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $27k | 300 | 88.21 |
| 2025-09-30 | $25k | 300 | 82.91 |
| 2025-06-30 | $24k | 300 | 79.43 |
| 2025-03-31 | $25k | 300 | 84.37 |
| 2024-12-31 | $24k | 308 | 77.38 |
| 2024-09-30 | $26k | 300 | 85.90 |
| 2024-06-30 | $24k | 300 | 78.45 |
| 2024-03-31 | $26k | 300 | 86.31 |
| 2023-12-31 | $24k | 300 | 78.67 |
| 2023-09-30 | $22k | 300 | 72.07 |
| 2023-06-30 | $23k | 300 | 75.84 |
| 2023-03-31 | $22k | 300 | 74.32 |
| 2022-12-31 | $25k | 300 | 83.92 |
| 2022-09-30 | $22k | 300 | 73.33 |
| 2022-06-30 | $20k | 300 | 66.67 |
| 2022-03-31 | $22k | 300 | 73.33 |
| 2021-12-31 | $15k | 300 | 50.00 |
| 2021-09-30 | $19k | 300 | 63.33 |
| 2021-06-30 | $19k | 300 | 63.33 |
| 2021-03-31 | $18k | 300 | 60.00 |
| 2020-12-31 | $78k | 1.6k | 49.57 |
| 2020-09-30 | $63k | 1.6k | 40.13 |
| 2020-06-30 | $128k | 3.1k | 41.68 |
| 2020-03-31 | $1.3M | 42k | 31.34 |
| 2019-12-31 | $2.1M | 38k | 54.99 |
| 2019-09-30 | $2.1M | 36k | 57.13 |
| 2019-06-30 | $2.1M | 36k | 57.93 |
| 2019-03-31 | $1.7M | 35k | 50.18 |
| 2018-12-31 | $824k | 19k | 44.14 |
| 2018-09-30 | $2.0M | 33k | 58.59 |
| 2018-06-30 | $1.7M | 33k | 52.96 |
| 2018-03-31 | $2.0M | 32k | 60.90 |
| 2017-12-31 | $2.2M | 31k | 70.57 |
| 2017-09-30 | $2.0M | 30k | 64.34 |
| 2017-06-30 | $2.0M | 31k | 64.06 |
| 2017-03-31 | $1.8M | 29k | 63.10 |
| 2016-12-31 | $17k | 300 | 56.67 |
| 2016-09-30 | $15k | 300 | 50.00 |
| 2016-06-30 | $12k | 300 | 40.00 |
| 2016-03-31 | $12k | 300 | 40.00 |
| 2015-12-31 | $13k | 300 | 43.33 |
| 2015-09-30 | $14k | 300 | 46.67 |
| 2015-06-30 | $15k | 300 | 50.00 |
| 2015-03-31 | $15k | 300 | 50.00 |
| 2014-12-31 | $16k | 300 | 53.33 |
| 2014-09-30 | $16k | 300 | 53.33 |
| 2014-06-30 | $11k | 218 | 50.46 |
| 2014-03-31 | $10k | 218 | 45.87 |
| 2013-12-31 | $11k | 218 | 50.46 |
| 2013-09-30 | $9.0k | 218 | 41.28 |
| 2013-06-30 | $8.0k | 218 | 36.70 |
More positions owned by Old Second Wealth Management
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