Principal Financial shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 4.8k | 82.92 |
| 2025-06-30 | $483k | 6.1k | 79.43 |
| 2025-03-31 | $2.0M | 24k | 84.37 |
| 2024-12-31 | $1.8M | 23k | 77.41 |
| 2024-09-30 | $2.1M | 24k | 85.90 |
| 2024-06-30 | $1.5M | 19k | 78.45 |
| 2024-03-31 | $1.5M | 17k | 86.31 |
| 2023-12-31 | $912k | 12k | 78.67 |
| 2023-09-30 | $803k | 11k | 72.07 |
| 2023-06-30 | $1.1M | 15k | 75.84 |
| 2023-03-31 | $910k | 12k | 74.32 |
| 2022-12-31 | $610k | 7.3k | 83.92 |
| 2022-09-30 | $789k | 11k | 72.19 |
| 2022-06-30 | $342k | 5.1k | 66.86 |
| 2022-03-31 | $356k | 4.8k | 73.43 |
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