BRIGHTON JONES LLC

Position in PFG — Principal Financial Group Inc

CIK 1360798 SEATTLE, WA

Position in PFG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,082,650

+$193,625 QoQ

Shares Held

10,045

+1.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#353

of 941 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BRIGHTON JONES LLC holds $20,518,755 across 25 Asset Management names. PFG ranks #8 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,480	$3,346,228
2	NTRS	Northern Trust Corp	11,170	$1,941,792
3	BX	Blackstone Inc.	15,209	$1,789,643
4	KKR	KKR & Co. Inc.	18,078	$1,659,198
5	IVZ	Invesco Ltd.	58,860	$1,553,315
6	JHG	Janus Henderson Group Ltd.	27,789	$1,443,638
7	AMP	Ameriprise Financial Inc	3,001	$1,376,738
8	PFG	Principal Financial Group Inc This page	10,045	$1,082,650

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,650	10,045	+1.8%	Shares	Sole	2026-08-11
2026-03-31	$889,025	9,866	+150.2%	Shares	Sole	2026-08-07
2025-09-30	$326,997	3,944	+9.0%	Shares	Sole	2025-10-14
2025-06-30	$287,377	3,618	+5.5%	Shares	Sole	2025-07-31
2025-03-31	$289,304	3,429	+16.8%	Shares	Sole	2025-04-17
2024-12-31	$227,198	2,935	+3.1%	Shares	Sole	2025-03-04
2024-09-30	$244,471	2,846	+0.9%	Shares	Sole	2025-03-04
2024-06-30	$221,385	2,822	+1.5%	Shares	Sole	2025-03-04
2024-03-31	$239,941	2,780	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$218,151	2,773	+2.7%	Shares	Sole	2024-02-05
2023-06-30	$204,843	2,701	+2.8%	Shares	Sole	2023-07-31
2022-12-31	$220,457	2,627	-6.3%	Shares	Sole	2023-02-03
2022-03-31	$205,768	2,803	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.