Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$852,970
+$115,601 QoQ
Shares Held
7,914
-3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#394
of 941 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $50,908,244 across 39 Asset Management names. PFG ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
25,815 | $24,822,671 | |
| 2 | NTRS |
Northern Trust Corp
|
32,441 | $5,639,542 | |
| 3 | STT |
State Street Corp
|
19,014 | $3,224,774 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
46,873 | $1,996,320 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,585 | $1,457,207 | |
| 6 | BX |
Blackstone Inc.
|
11,703 | $1,377,091 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
7,914 | $852,970 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,818 | $834,024 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,970 | 7,914 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $737,369 | 8,183 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $715,823 | 8,115 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||