Avantax Planning Partners, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1005441
DUBUQUE, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,838,153
+$628,255 QoQ
Shares Held
35,611
-0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#200
of 941 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $12,112,339 across 12 Asset Management names. PFG ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
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|
35,611 | $3,838,153 | |
| 3 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 5 | BX |
Blackstone Inc.
|
3,181 | $374,308 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 | |
| 7 | NTRS |
Northern Trust Corp
|
1,817 | $315,867 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,700 | $247,806 |
All Filings in PFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,838,153 | 35,611 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,209,898 | 35,622 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,121,663 | 35,389 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,984,594 | 35,998 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,859,321 | 35,998 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,037,151 | 35,998 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,795,275 | 36,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,971,023 | 34,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,713,271 | 34,586 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,984,945 | 34,584 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,681,152 | 34,081 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,513,513 | 34,876 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,582,048 | 34,046 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,530,298 | 34,046 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,843,797 | 33,887 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,496,606 | 34,603 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,439,371 | 36,523 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,683,429 | 36,554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,699,355 | 37,320 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,420,087 | 37,579 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,254,492 | 35,678 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,213,363 | 36,914 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||