Principal Financial shares owned by Wolff Financial Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Wolff Financial Management
from 13F filings
Historical chart of Wolff Financial Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Wolff Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $648k | 7.8k | 82.91 |
| 2025-06-30 | $621k | 7.8k | 79.46 |
| 2025-03-31 | $659k | 7.8k | 84.33 |
| 2024-12-31 | $605k | 7.8k | 77.42 |
| 2024-09-30 | $671k | 7.8k | 85.86 |
| 2024-06-30 | $613k | 7.8k | 78.44 |
| 2024-03-31 | $675k | 7.8k | 86.37 |
| 2023-12-31 | $615k | 7.8k | 78.69 |
| 2023-09-30 | $563k | 7.8k | 72.04 |
| 2023-06-30 | $593k | 7.8k | 75.88 |
| 2023-03-31 | $581k | 7.8k | 74.34 |
| 2022-12-31 | $656k | 7.8k | 83.94 |
| 2022-09-30 | $563k | 7.8k | 72.04 |
| 2022-06-30 | $522k | 7.8k | 66.79 |
| 2022-03-31 | $574k | 7.8k | 73.45 |
| 2021-12-31 | $565k | 7.8k | 72.30 |
| 2021-09-30 | $503k | 7.8k | 64.36 |
| 2021-03-31 | $469k | 7.8k | 60.01 |
| 2020-12-31 | $388k | 7.8k | 49.65 |
| 2020-09-30 | $315k | 7.8k | 40.31 |
| 2020-06-30 | $325k | 7.8k | 41.59 |
| 2020-03-31 | $245k | 7.8k | 31.35 |
| 2019-12-31 | $430k | 7.8k | 55.02 |
| 2019-09-30 | $447k | 7.8k | 57.20 |
| 2019-06-30 | $293k | 5.1k | 57.93 |
| 2019-03-31 | $254k | 5.1k | 50.22 |
| 2018-12-31 | $223k | 5.1k | 44.09 |
More positions owned by Wolff Financial Management
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