Position in PFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$33,070
+$1,050 QoQ
Shares Held
367
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026TD Capital Management LLC holds $775,293 across 16 Asset Management names. PFG ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,663 | $503,918 | |
| 2 | RJF |
Raymond James Financial Inc
|
379 | $54,875 | |
| 3 | RMT |
Royce Micro-Cap Trust, Inc.
|
4,496 | $50,849 | |
| 4 | PFG |
Principal Financial Group Inc
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|
367 | $33,070 | |
| 5 | BLK |
BlackRock, Inc.
|
22 | $21,157 | |
| 6 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
1,302 | $17,954 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
695 | $16,582 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,799 | $15,579 |
All Filings in PFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,070 | 367 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,020 | 363 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $29,847 | 360 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $28,356 | 357 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,782 | 353 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,093 | 350 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,807 | 347 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||