Principal Financial shares owned by ORG Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by ORG Partners
from 13F filings
Historical chart of ORG Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by ORG Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $53k | 600 | 88.21 |
| 2025-09-30 | $48k | 583 | 82.50 |
| 2025-06-30 | $44k | 547 | 80.81 |
| 2025-03-31 | $43k | 508 | 85.15 |
| 2024-12-31 | $62k | 792 | 77.74 |
| 2024-09-30 | $68k | 790 | 85.92 |
| 2024-06-30 | $62k | 787 | 78.23 |
| 2024-03-31 | $16k | 181 | 86.44 |
| 2023-12-31 | $62k | 784 | 78.87 |
| 2023-09-30 | $56k | 781 | 72.19 |
| 2023-06-30 | $60k | 781 | 76.72 |