Principal Financial shares owned by Stephens Consulting
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Stephens Consulting
from 13F filings
Historical chart of Stephens Consulting investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Stephens Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Stephens Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 725 | 82.91 |
| 2025-06-30 | $58k | 726 | 79.43 |
| 2025-03-31 | $61k | 725 | 84.37 |
| 2024-12-31 | $56k | 725 | 77.41 |
| 2024-09-30 | $62k | 725 | 85.90 |
| 2024-06-30 | $57k | 725 | 78.45 |
| 2024-03-31 | $63k | 725 | 86.31 |
| 2023-12-31 | $57k | 725 | 78.67 |
| 2023-09-30 | $52k | 725 | 72.07 |
| 2023-06-30 | $55k | 725 | 75.84 |
| 2023-03-31 | $54k | 725 | 74.32 |
| 2022-12-31 | $61k | 725 | 83.92 |
| 2022-09-30 | $52k | 725 | 72.15 |
| 2022-06-30 | $48k | 725 | 66.79 |
| 2022-03-31 | $53k | 725 | 73.41 |
| 2021-12-31 | $52k | 725 | 72.33 |