Principal Financial shares owned by Plimoth Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Plimoth Trust
from 13F filings
Historical chart of Plimoth Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Plimoth Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 7.5k | 82.91 |
| 2025-06-30 | $601k | 7.6k | 79.43 |
| 2025-03-31 | $647k | 7.7k | 84.37 |
| 2024-12-31 | $608k | 7.9k | 77.41 |
| 2024-09-30 | $688k | 8.0k | 85.90 |
| 2024-06-30 | $633k | 8.1k | 78.45 |
| 2024-03-31 | $732k | 8.5k | 86.31 |
| 2023-12-31 | $698k | 8.9k | 78.67 |
| 2023-09-30 | $687k | 9.5k | 72.07 |
| 2023-06-30 | $762k | 10k | 75.84 |
| 2023-03-31 | $760k | 10k | 74.32 |
| 2022-12-31 | $883k | 11k | 83.95 |
| 2022-09-30 | $790k | 11k | 72.14 |
| 2022-06-30 | $740k | 11k | 66.78 |
| 2022-03-31 | $851k | 12k | 73.45 |
| 2021-12-31 | $1.0M | 14k | 72.31 |
| 2021-09-30 | $963k | 15k | 64.41 |
| 2021-06-30 | $949k | 15k | 63.19 |
| 2021-03-31 | $944k | 16k | 59.98 |
| 2020-12-31 | $831k | 17k | 49.59 |
| 2020-09-30 | $701k | 17k | 40.25 |
| 2020-06-30 | $761k | 18k | 41.55 |
| 2020-03-31 | $554k | 18k | 31.33 |
| 2019-12-31 | $1.0M | 19k | 54.99 |
| 2019-09-30 | $1.1M | 19k | 57.15 |
| 2019-06-30 | $1.1M | 19k | 57.91 |
| 2019-03-31 | $947k | 19k | 50.21 |
| 2018-12-31 | $836k | 19k | 44.16 |
| 2018-09-30 | $1.1M | 18k | 58.59 |
| 2018-06-30 | $867k | 16k | 52.93 |
| 2018-03-31 | $770k | 13k | 60.91 |
| 2017-12-31 | $497k | 7.0k | 70.63 |