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Principal Financial shares owned by Oldfather Financial Services

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

Historical chart of Oldfather Financial Services investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Oldfather Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $266k 3.4k 77.40
2024-09-30 $294k 3.4k 85.91
2024-06-30 $268k 3.4k 78.45

More positions owned by Oldfather Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 2000 Val Etf (IWN)
Wells Fargo & Company (WFC)

View all positions for Oldfather Financial Services

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Invesco
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial