Principal Financial shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 3.0k | 82.91 |
| 2025-06-30 | $239k | 3.0k | 79.43 |
| 2025-03-31 | $254k | 3.0k | 84.36 |
| 2024-12-31 | $233k | 3.0k | 77.40 |
| 2024-09-30 | $258k | 3.0k | 85.89 |
| 2024-06-30 | $235k | 3.0k | 78.44 |
| 2024-03-31 | $229k | 2.7k | 86.31 |
| 2023-12-31 | $205k | 2.6k | 78.68 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners