Principal Financial shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Principal Financial by JNBA Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $132k | 1.5k | 86.31 |
2023-12-31 | $121k | 1.5k | 78.67 |
2023-09-30 | $110k | 1.5k | 72.07 |
2023-06-30 | $116k | 1.5k | 75.84 |
2023-03-31 | $114k | 1.5k | 74.32 |
2022-12-31 | $129k | 1.5k | 83.92 |
2022-09-30 | $113k | 1.6k | 72.07 |
2022-06-30 | $105k | 1.6k | 66.96 |
2022-03-31 | $88k | 1.2k | 73.76 |
2021-12-31 | $86k | 1.2k | 72.09 |
2021-09-30 | $77k | 1.2k | 64.54 |
2021-06-30 | $75k | 1.2k | 62.87 |
2021-03-31 | $72k | 1.2k | 60.35 |
2020-12-31 | $46k | 931 | 49.41 |
2020-09-30 | $37k | 931 | 39.74 |
2020-06-30 | $60k | 1.5k | 41.21 |
2020-03-31 | $46k | 1.5k | 31.59 |
2019-12-31 | $80k | 1.5k | 54.95 |
2019-09-30 | $83k | 1.5k | 57.01 |
2019-06-30 | $16k | 270 | 59.26 |
2019-03-31 | $14k | 270 | 51.85 |
2018-12-31 | $12k | 270 | 44.44 |
2018-06-30 | $14k | 270 | 51.85 |
2018-03-31 | $270k | 270 | 1000.00 |
2017-12-31 | $19k | 270 | 70.37 |
2017-09-30 | $17k | 270 | 62.96 |
2017-06-30 | $17k | 270 | 62.96 |
2017-03-31 | $17k | 270 | 62.96 |
2016-12-31 | $16k | 270 | 59.26 |
2016-09-30 | $325k | 6.3k | 51.55 |
2016-06-30 | $20k | 497 | 40.24 |
2016-03-31 | $20k | 497 | 40.24 |
2015-12-31 | $17k | 389 | 43.70 |
2015-09-30 | $13k | 270 | 48.15 |
2015-06-30 | $21k | 405 | 51.85 |