Principal Financial shares owned by Paladin Advisory Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Paladin Advisory Group
from 13F filings
Historical chart of Paladin Advisory Group investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Paladin Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37k | 449 | 82.91 |
| 2025-06-30 | $36k | 449 | 79.43 |
| 2025-03-31 | $38k | 449 | 84.37 |
| 2024-12-31 | $35k | 449 | 77.41 |
| 2024-09-30 | $39k | 449 | 85.90 |
| 2024-06-30 | $35k | 449 | 78.01 |
| 2024-03-31 | $39k | 449 | 86.01 |
| 2023-12-31 | $35k | 449 | 78.67 |
| 2023-09-30 | $32k | 449 | 72.07 |
| 2023-06-30 | $34k | 449 | 75.84 |
| 2023-03-31 | $33k | 449 | 74.32 |
| 2022-12-31 | $38k | 449 | 83.92 |
| 2022-09-30 | $32k | 449 | 71.27 |
| 2022-06-30 | $29k | 449 | 64.59 |
| 2022-03-31 | $57k | 783 | 72.80 |
| 2021-12-31 | $56k | 783 | 71.52 |