OXFORD FINANCIAL GROUP, LTD. LLC
Position in PFG — Principal Financial Group Inc
CIK 1245862
INDIANAPOLIS, IN
Position in PFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$216,422
+$7,787 QoQ
Shares Held
2,008
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#659
of 941 holders
Holding Since
Jun 2023
2 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,862,282 across 4 Asset Management names. PFG ranks #4 (11.6% of the industry book) .
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,422 | 2,008 | Shares | Sole | 2026-08-11 | |
| 2023-06-30 | $208,635 | 2,751 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||