Principal Financial shares owned by Planning Capital Management Corp
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Planning Capital Management Corp
from 13F filings
Historical chart of Planning Capital Management Corp investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Planning Capital Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31k | 365 | 85.93 |
| 2024-06-30 | $31k | 396 | 78.48 |
| 2024-03-31 | $34k | 396 | 86.34 |
| 2023-12-31 | $31k | 396 | 78.70 |
More positions owned by Planning Capital Management Corp
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