PRAXIS INVESTMENT MANAGEMENT INC
Position in PFG — Principal Financial Group Inc
CIK 1056825
GOSHEN, IN
Position in PFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,031,454
+$169,102 QoQ
Shares Held
9,570
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#367
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $12,452,469 across 16 Asset Management names. PFG ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,332 | $3,203,917 | |
| 2 | NTRS |
Northern Trust Corp
|
10,217 | $1,776,123 | |
| 3 | STT |
State Street Corp
|
8,990 | $1,524,704 | |
| 4 | PFG |
Principal Financial Group Inc
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|
9,570 | $1,031,454 | |
| 5 | BEN |
Franklin Resources Inc
|
29,859 | $993,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,540 | $706,490 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
12,284 | $539,021 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,691 | $409,112 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,454 | 9,570 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $862,352 | 9,570 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $844,169 | 9,570 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $793,448 | 9,570 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $367,760 | 4,630 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $599,870 | 7,110 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $550,385 | 7,110 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $388,268 | 4,520 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,082,610 | 13,800 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,191,078 | 13,800 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,085,646 | 13,800 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $654,395 | 9,080 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $297 | 4,530 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $336,669 | 4,530 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $380,157 | 4,530 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $805,915 | 11,170 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $746,044 | 11,170 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $819,989 | 11,170 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $807,926 | 11,170 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $719,348 | 11,170 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $705,832 | 11,170 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $669,753 | 11,170 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $554,143 | 11,170 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $449,815 | 11,170 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $464,001 | 11,170 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $350,067 | 11,170 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||