Principal Financial shares owned by Proquility Private Wealth Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Proquility Private Wealth Partners
from 13F filings
Historical chart of Proquility Private Wealth Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Proquility Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.1M | 25k | 84.37 |
| 2024-12-31 | $461k | 6.0k | 77.41 |
| 2024-09-30 | $1.1M | 12k | 85.90 |
| 2024-06-30 | $906k | 12k | 78.45 |
| 2024-03-31 | $983k | 11k | 86.31 |
| 2023-12-31 | $439k | 5.6k | 78.67 |
| 2023-09-30 | $701k | 9.7k | 72.07 |
| 2023-06-30 | $761k | 10k | 75.84 |
| 2023-03-31 | $698k | 9.4k | 74.32 |
More positions owned by Proquility Private Wealth Partners
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