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
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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 |