Principal Financial shares owned by TFC Financial Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72k | 871 | 82.91 |
| 2025-06-30 | $69k | 871 | 79.43 |
| 2025-03-31 | $71k | 840 | 84.37 |
| 2024-12-31 | $65k | 840 | 77.41 |
| 2024-09-30 | $72k | 840 | 85.90 |
| 2024-06-30 | $67k | 850 | 78.47 |
| 2024-03-31 | $2.9k | 33 | 86.94 |
| 2023-12-31 | $2.5k | 32 | 79.28 |
| 2023-09-30 | $2.3k | 32 | 72.63 |
| 2023-06-30 | $2.4k | 32 | 76.41 |
| 2023-03-31 | $2.4k | 32 | 74.88 |
| 2022-12-31 | $2.7k | 32 | 84.53 |
| 2022-09-30 | $2.0k | 32 | 62.50 |
| 2022-06-30 | $2.0k | 32 | 62.50 |
| 2022-03-31 | $2.0k | 32 | 62.50 |
| 2021-12-31 | $2.0k | 32 | 62.50 |
| 2021-09-30 | $2.0k | 32 | 62.50 |
| 2021-06-30 | $2.0k | 32 | 62.50 |
| 2021-03-31 | $2.0k | 32 | 62.50 |
| 2020-12-31 | $2.0k | 32 | 62.50 |
| 2020-09-30 | $1.0k | 32 | 31.25 |