Position in PFG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$43,613
+$920 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026Clean Yield Group holds $10,345,273 across 10 Asset Management names. PFG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
169,328 | $6,222,804 | |
| 2 | STT |
State Street Corp
|
29,068 | $3,678,846 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,971 | $123,204 | |
| 4 | NXP |
Nuveen Select Tax Free Income Portfolio
|
6,653 | $95,470 | |
| 5 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
6,428 | $92,113 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
484 | $43,613 | |
| 7 | BLK |
BlackRock, Inc.
|
34 | $32,698 | |
| 8 | TROW |
Price T Rowe Group Inc
|
351 | $31,639 |
All Filings in PFG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,613 | 484 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $42,693 | 484 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $46,346 | 559 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $44,401 | 559 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $47,162 | 559 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $43,272 | 559 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $48,018 | 559 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $43,853 | 559 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $48,247 | 559 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $51,843 | 659 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $47,494 | 659 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $49,978 | 659 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $48,976 | 659 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $55,303 | 659 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $47,546 | 659 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $44,014 | 659 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $48,377 | 659 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $47,665 | 659 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $42,439 | 659 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $41,642 | 659 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $32,692 | 659 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $26,537 | 659 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,566 | 134 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||