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Goelzer Investment Management, Inc. → PFG
Goelzer Investment Management, Inc. PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$12.5M
Q3 2026
Peak value
$12.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.3M |
| Q1 2026 | $10.5M |
| Q2 2026 | $12.1M |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 111.4K | — | — |
| Q2 2026 | $12.1M | 112.4K | — | — |
| Q1 2026 | $10.5M | 116.9K | — | — |
| Q4 2025 | $10.3M | 116.6K | — | — |