Principal Financial shares owned by Security National Bank
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $80k | 960 | 82.91 |
| 2025-06-30 | $76k | 960 | 79.43 |
| 2025-03-31 | $236k | 2.8k | 84.37 |
| 2024-12-31 | $216k | 2.8k | 77.41 |
| 2024-09-30 | $240k | 2.8k | 85.90 |
| 2024-06-30 | $219k | 2.8k | 78.45 |
| 2024-03-31 | $241k | 2.8k | 86.31 |
| 2023-09-30 | $203k | 2.8k | 72.66 |
| 2023-06-30 | $212k | 2.8k | 75.84 |
| 2023-03-31 | $208k | 2.8k | 74.32 |
| 2022-12-31 | $235k | 2.8k | 83.92 |
| 2022-09-30 | $210k | 2.9k | 72.29 |
| 2022-03-31 | $213k | 2.9k | 73.32 |
| 2021-12-31 | $210k | 2.9k | 72.29 |
| 2020-12-31 | $211k | 4.3k | 49.57 |