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Principal Financial shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 2.6k 82.91
2023-12-31 $3.0k 38 78.66