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Equibles

GW HENSSLER & ASSOCIATES LTD

Position in PFG — Principal Financial Group Inc

CIK 1080369 KENNESAW, GA
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$24,062,962
+$3,884,991 QoQ
Shares Held
223,260
-0.3% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#74
of 948 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, 2026

GW HENSSLER & ASSOCIATES LTD holds $25,000,058 across 4 Asset Management names. PFG ranks #1 (96.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PFG
Principal Financial Group Inc
This page 		223,260 $24,062,962
2 DNP
Dnp Select Income Fund Inc
 34,666 $374,046
3 TROW
Price T Rowe Group Inc
 3,025 $343,912
4 NCDL
Nuveen Churchill Direct Lending Corp.
 17,644 $219,138

All Filings in PFG

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,062,962 223,260
2026-03-31 $20,177,971 223,926
2025-12-31 $19,718,375 223,539
2025-09-30 $18,151,652 218,932
2025-06-30 $16,967,677 213,618
2025-03-31 $17,675,008 209,494
2024-12-31 $15,566,454 201,091
2024-09-30 $17,482,539 203,522
2024-06-30 $15,872,396 202,325
2024-03-31 $17,400,613 201,606
2023-12-31 $15,553,059 197,700
2023-09-30 $14,126,152 196,006
2023-06-30 $24,709,885 325,816
2023-03-31 $24,020,892 323,209
2022-12-31 $27,526,767 328,012
2022-09-30 $23,881,217 330,994
2022-06-30 $21,467,241 321,414
2022-03-31 $23,299,966 317,395
2021-12-31 $21,939,280 303,322
2021-09-30 $19,244,652 298,830
2021-06-30 $17,508,874 277,083
2021-03-31 $14,788,534 246,640