HOLDERNESS INVESTMENTS CO
Position in PFG — Principal Financial Group Inc
CIK 1184820
GREENSBORO, NC
Position in PFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$967,648
+$158,641 QoQ
Shares Held
8,978
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#375
of 941 holders
Holding Since
Mar 2020
26 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, 2026HOLDERNESS INVESTMENTS CO holds $4,021,582 across 3 Asset Management names. PFG ranks #2 (24.1% of the industry book) .
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,648 | 8,978 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $809,007 | 8,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $796,359 | 9,028 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $766,751 | 9,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $734,568 | 9,248 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $780,253 | 9,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $723,396 | 9,345 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $804,024 | 9,360 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $773,124 | 9,855 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $854,986 | 9,906 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $781,665 | 9,936 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $716,087 | 9,936 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $759,461 | 10,014 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $745,355 | 10,029 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $838,696 | 9,994 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $732,971 | 10,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $680,924 | 10,195 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $770,070 | 10,490 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $758,741 | 10,490 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $675,942 | 10,496 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $654,711 | 10,361 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $621,245 | 10,361 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $451,004 | 9,091 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $341,852 | 8,489 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $352,633 | 8,489 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $258,523 | 8,249 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||