Principal Financial shares owned by Security National Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $7.0k | 107 | 65.42 |
| 2021-06-30 | $7.0k | 107 | 65.42 |
| 2021-03-31 | $6.0k | 107 | 56.07 |
| 2017-12-31 | $7.0k | 96 | 72.92 |
| 2017-09-30 | $6.0k | 96 | 62.50 |
| 2016-06-30 | $6.0k | 152 | 39.47 |
| 2016-03-31 | $6.0k | 152 | 39.47 |
| 2015-12-31 | $10k | 226 | 44.25 |
| 2015-09-30 | $11k | 226 | 48.67 |
| 2015-06-30 | $12k | 226 | 53.10 |
| 2015-03-31 | $12k | 226 | 53.10 |
| 2014-12-31 | $12k | 226 | 53.10 |
| 2014-09-30 | $12k | 226 | 53.10 |
| 2014-06-30 | $11k | 226 | 48.67 |
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