Principal Financial shares owned by Petrus Trust Company
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Petrus Trust Company
from 13F filings
Historical chart of Petrus Trust Company investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Petrus Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by Petrus Trust Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $660k | 8.4k | 78.45 |
2024-03-31 | $726k | 8.4k | 86.31 |
2023-09-30 | $270k | 3.7k | 72.07 |
2023-06-30 | $307k | 4.0k | 75.84 |
2020-09-30 | $392k | 9.7k | 40.26 |
2020-06-30 | $211k | 5.1k | 41.49 |
2019-12-31 | $236k | 4.3k | 54.99 |
2018-12-31 | $221k | 5.0k | 44.11 |
2018-06-30 | $268k | 5.1k | 52.97 |
2018-03-31 | $207k | 3.4k | 60.85 |