Principal Financial shares owned by Rockland Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Rockland Trust
from 13F filings
Historical chart of Rockland Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Rockland Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $730k | 8.5k | 85.90 |
| 2024-06-30 | $689k | 8.8k | 78.45 |
| 2024-03-31 | $756k | 8.8k | 86.31 |
| 2023-12-31 | $726k | 9.2k | 78.67 |
| 2023-09-30 | $938k | 13k | 72.07 |
| 2023-06-30 | $1.0M | 14k | 75.84 |
| 2023-03-31 | $1.0M | 14k | 74.32 |
| 2022-12-31 | $1.2M | 14k | 83.92 |
| 2022-09-30 | $1.3M | 18k | 72.16 |
| 2022-06-30 | $1.2M | 18k | 66.79 |
| 2022-03-31 | $1.4M | 19k | 73.39 |
| 2021-12-31 | $1.4M | 19k | 72.35 |
| 2021-09-30 | $1.2M | 19k | 64.42 |
| 2021-06-30 | $1.2M | 19k | 63.21 |
| 2021-03-31 | $1.4M | 23k | 59.96 |
| 2020-12-31 | $1.2M | 24k | 49.60 |
| 2020-09-30 | $993k | 25k | 40.26 |
| 2020-06-30 | $1.1M | 27k | 41.48 |
| 2020-03-31 | $854k | 27k | 31.35 |
| 2019-12-31 | $1.2M | 22k | 55.00 |
| 2019-09-30 | $1.2M | 23k | 53.38 |
| 2019-06-30 | $1.3M | 22k | 57.90 |
| 2019-03-31 | $1.0M | 21k | 50.17 |
| 2018-12-31 | $847k | 19k | 44.16 |
| 2018-09-30 | $1.2M | 20k | 58.58 |
| 2018-06-30 | $1.0M | 19k | 52.93 |
| 2018-03-31 | $583k | 9.6k | 60.90 |
| 2017-12-31 | $294k | 4.2k | 70.55 |
| 2017-09-30 | $271k | 4.2k | 64.42 |
| 2017-06-30 | $332k | 5.2k | 64.03 |
| 2017-03-31 | $2.1M | 34k | 63.11 |
| 2016-12-31 | $2.2M | 37k | 57.87 |
| 2016-09-30 | $2.0M | 39k | 51.52 |
| 2016-06-30 | $1.6M | 38k | 41.12 |
| 2016-03-31 | $1.4M | 35k | 39.46 |