Principal Financial shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Principal Financial
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All positions including Principal Financial held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $212k | 2.4k | 88.21 |
| 2025-03-31 | $209k | 2.5k | 84.37 |
| 2024-09-30 | $218k | 2.5k | 85.90 |
| 2024-03-31 | $219k | 2.5k | 86.31 |
| 2023-12-31 | $199k | 2.5k | 78.67 |
| 2023-09-30 | $194k | 2.7k | 72.07 |
| 2023-06-30 | $204k | 2.7k | 75.84 |
| 2023-03-31 | $200k | 2.7k | 74.32 |
| 2022-12-31 | $208k | 2.5k | 83.92 |
More positions owned by Resurgent Financial Advisors
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