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Principal Financial shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 82.91
2025-06-30 $1.1M 14k 79.43
2025-03-31 $399k 5.4k 74.28
2020-03-31 $999 30 33.33
2019-12-31 $2.0k 36 55.56

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr Series Trust Portfolio Crport (SPBO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Procyon Private Wealth Partners

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial