Manchester Capital Management LLC
Position in PFG — Principal Financial Group Inc
CIK 1393389
MANCHESTER, VT
Position in PFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$151,384
+$3,192 QoQ
Shares Held
1,680
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Manchester Capital Management LLC holds $3,370,927 across 30 Asset Management names. PFG ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 2 | BLK |
BlackRock, Inc.
|
736 | $707,818 | |
| 3 | KKR |
KKR & Co. Inc.
|
3,327 | $307,747 | |
| 4 | BX |
Blackstone Inc.
|
2,000 | $229,980 | |
| 5 | STT |
State Street Corp
|
1,703 | $215,531 | |
| 6 | TROW |
Price T Rowe Group Inc
|
1,929 | $173,880 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
1,680 | $151,384 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
8,830 | $111,787 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,384 | 1,680 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $148,192 | 1,680 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $114,001 | 1,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $101,114 | 1,273 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $107,149 | 1,270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $94,827 | 1,225 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $116,136 | 1,352 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $103,161 | 1,315 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $90,539 | 1,049 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $81,895 | 1,041 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $72,142 | 1,001 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $75,764 | 999 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,610 | 977 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $80,563 | 960 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,264 | 960 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $65,520 | 981 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $73,116 | 996 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $69,436 | 960 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $61,824 | 960 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $60,662 | 960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,561 | 960 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $51,544 | 1,039 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $38,659 | 960 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $39,878 | 960 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $30,086 | 960 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||