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Principal Financial shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Principal Financial

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All positions including Principal Financial held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $194k 2.5k 78.67
2023-09-30 $177k 2.5k 72.07
2023-06-30 $187k 2.5k 75.84
2022-12-31 $229k 2.5k 93.00
2019-12-31 $299k 5.4k 54.94
2019-09-30 $564k 10k 54.76
2019-06-30 $608k 11k 57.95
2019-03-31 $654k 13k 50.22
2018-12-31 $489k 11k 44.13