Principal Financial shares owned by Park Edge Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Park Edge Advisors
from 13F filings
Historical chart of Park Edge Advisors investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Park Edge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Park Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849k | 10k | 82.91 |
| 2025-06-30 | $813k | 10k | 79.43 |
| 2025-03-31 | $864k | 10k | 84.37 |
| 2024-12-31 | $792k | 10k | 77.41 |
| 2024-09-30 | $936k | 11k | 85.90 |
| 2024-06-30 | $854k | 11k | 78.45 |
| 2024-03-31 | $940k | 11k | 86.31 |
| 2023-12-31 | $857k | 11k | 78.67 |
| 2023-09-30 | $785k | 11k | 72.07 |
| 2023-06-30 | $826k | 11k | 75.84 |
| 2023-03-31 | $809k | 11k | 74.32 |
| 2022-12-31 | $914k | 11k | 83.92 |