Position in BGC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,003,149
+$2,634,965 QoQ
Shares Held
1,871,202
+5.4% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. BGC ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,003,149 | 1,871,202 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,368,184 | 1,775,888 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $15,344,936 | 1,718,358 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $26,292,867 | 2,779,373 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $29,942,196 | 2,926,901 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $30,071,877 | 3,279,376 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $27,809,524 | 3,069,484 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $24,258,223 | 2,642,508 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $25,915,720 | 3,122,376 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $21,719,402 | 2,795,290 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,045,636 | 144,825 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $580,345 | 109,914 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 BGCP | — | 80,271 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 BGCP | — | 165,600 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 BGCP | — | 181,148 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 BGCP | — | 33,024 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 BGCP | — | 16,717 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 BGCP | — | 25,213 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 BGCP | — | 27,426 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 BGCP | — | 28,006 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 BGCP | — | 38,278 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 BGCP | — | 31,274 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 BGCP | — | 19,506 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 BGCP | — | 23,064 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 BGCP | — | 34,768 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 BGCP | — | 9,549,432 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||