Principal Financial shares owned by West Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $150k | 1.8k | 82.91 |
| 2025-06-30 | $145k | 1.8k | 79.43 |
| 2025-03-31 | $158k | 1.9k | 84.37 |
| 2024-12-31 | $145k | 1.9k | 77.41 |
| 2024-09-30 | $210k | 2.4k | 85.90 |
| 2024-06-30 | $191k | 2.4k | 78.45 |
| 2024-03-31 | $213k | 2.5k | 86.31 |
| 2023-12-31 | $194k | 2.5k | 78.67 |
| 2023-09-30 | $181k | 2.5k | 72.07 |
| 2023-06-30 | $192k | 2.5k | 75.84 |
| 2023-03-31 | $132k | 1.8k | 74.32 |
| 2022-12-31 | $153k | 1.8k | 83.92 |
| 2022-09-30 | $134k | 1.9k | 71.97 |
| 2022-06-30 | $111k | 1.7k | 66.55 |
| 2022-03-31 | $133k | 1.8k | 73.36 |
| 2021-12-31 | $122k | 1.7k | 72.27 |
| 2021-09-30 | $109k | 1.7k | 64.57 |
| 2021-06-30 | $26k | 414 | 62.80 |
| 2021-03-31 | $36k | 599 | 60.10 |
| 2020-12-31 | $21k | 414 | 50.72 |