Position in PFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$737,189
+$591,643 QoQ
Shares Held
8,181
+395.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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 Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $3,198,086 across 17 Asset Management names. PFG ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
8,181 | $737,189 | |
| 2 | STT |
State Street Corp
|
5,598 | $708,482 | |
| 3 | BX |
Blackstone Inc.
|
3,632 | $417,643 | |
| 4 | NTRS |
Northern Trust Corp
|
2,822 | $393,866 | |
| 5 | BLK |
BlackRock, Inc.
|
217 | $208,691 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
5,400 | $131,706 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,221 | $112,942 | |
| 8 | IVZ |
Invesco Ltd.
|
4,615 | $112,098 |
All Filings in PFG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $737,189 | 8,181 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $145,546 | 1,650 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $16,521 | 208 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $153,384 | 1,818 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $140,731 | 1,818 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $156,166 | 1,818 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $147,956 | 1,886 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $162,780 | 1,886 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $148,371 | 1,886 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $178,733 | 2,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $192,254 | 2,535 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $217,534 | 2,927 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $261,830 | 3,120 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $225,108 | 3,120 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,892 | 208 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $15,269 | 208 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,044 | 208 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $13,395 | 208 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $13,143 | 208 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $12,471 | 208 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,318 | 208 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||