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
Download as csvQuarterly 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 |
More positions owned by Turtle Creek Wealth Advisors
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