CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in PFG — Principal Financial Group Inc
CIK 1365707
Norwell, MA
Position in PFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$82,882
-$408,313 QoQ
Shares Held
769
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#722
of 941 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $4,458,682 across 14 Asset Management names. PFG ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
49,852 | $1,315,594 | |
| 2 | NTRS |
Northern Trust Corp
|
6,429 | $1,117,617 | |
| 3 | BEN |
Franklin Resources Inc
|
29,734 | $989,250 | |
| 4 | GDV |
Gabelli Dividend & Income Trust
|
19,145 | $562,863 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
10,800 | $116,532 | |
| 6 | STT |
State Street Corp
|
626 | $106,169 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
769 | $82,882 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
1,986 | $79,896 |
All Filings in PFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,882 | 769 | Shares | Sole | 2026-07-09 | |
| 2025-06-30 | $491,195 | 6,184 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $523,684 | 6,207 | Shares | Sole | 2025-04-10 | |
| 2023-03-31 | $401,402 | 5,401 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $447,964 | 5,338 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $384,848 | 5,334 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $356,257 | 5,334 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $391,128 | 5,328 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||