Principal Financial shares owned by Sageworth Trust Company
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Sageworth Trust Company
from 13F filings
Historical chart of Sageworth Trust Company investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Sageworth Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Sageworth Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $221k | 2.6k | 85.90 |
| 2024-06-30 | $202k | 2.6k | 78.45 |
| 2024-03-31 | $222k | 2.6k | 86.31 |
| 2023-12-31 | $203k | 2.6k | 78.67 |
| 2023-03-31 | $192k | 2.6k | 74.32 |
| 2022-12-31 | $216k | 2.6k | 83.82 |
| 2022-09-30 | $186k | 2.6k | 72.18 |
| 2022-06-30 | $172k | 2.6k | 66.74 |
| 2022-03-31 | $189k | 2.6k | 73.34 |
| 2021-12-31 | $232k | 3.2k | 72.23 |
| 2021-09-30 | $895k | 14k | 64.37 |
| 2021-06-30 | $879k | 14k | 63.22 |
| 2021-03-31 | $834k | 14k | 59.98 |
| 2019-03-31 | $10k | 192 | 52.08 |