Principal Financial shares owned by Vivid Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Vivid Wealth Management
from 13F filings
Historical chart of Vivid Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Vivid Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $632k | 7.6k | 82.91 |
| 2025-06-30 | $591k | 7.4k | 79.43 |
| 2025-03-31 | $628k | 7.4k | 84.37 |
| 2024-12-31 | $576k | 7.4k | 77.42 |
| 2024-09-30 | $656k | 7.6k | 85.90 |
| 2024-06-30 | $591k | 7.5k | 78.46 |
| 2024-03-31 | $650k | 7.5k | 86.31 |
| 2023-12-31 | $592k | 7.5k | 78.67 |