Principal Financial shares owned by SummitTX Capital
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by SummitTX Capital
from 13F filings
Historical chart of SummitTX Capital investment in Principal Financial
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All positions including Principal Financial held by SummitTX Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by SummitTX Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.3M | 60k | 88.21 |
| 2025-09-30 | $1.1M | 13k | 82.91 |
| 2025-06-30 | $1.8M | 22k | 79.43 |
| 2025-03-31 | $716k | 8.5k | 84.37 |