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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

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All positions including Principal Financial held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 396 86.34
2023-12-31 $31k 396 78.70