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Unison Advisors LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q4 2025 | $5.4M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.7M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 62.7K | — | — |
| Q2 2026 | $6.7M | 62.3K | — | — |
| Q1 2026 | $5.6M | 61.8K | — | — |
| Q4 2025 | $5.4M | 61.2K | — | — |
| Q3 2025 | $5M | 60.6K | — | — |