Position in PFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,186,330
+$4,182,494 QoQ
Shares Held
46,458
+6.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CWM, LLC holds $147,406,384 across 276 Asset Management names. PFG ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
161,324 | $14,541,745 | |
| 2 | AMP |
Ameriprise Financial Inc
|
31,625 | $14,054,150 | |
| 3 | BLK |
BlackRock, Inc.
|
13,303 | $12,793,628 | |
| 4 | KKR |
KKR & Co. Inc.
|
121,243 | $11,214,977 | |
| 5 | BX |
Blackstone Inc.
|
89,727 | $10,317,707 | |
| 6 | NTRS |
Northern Trust Corp
|
66,054 | $9,219,156 | |
| 7 | IVZ |
Invesco Ltd.
|
296,702 | $7,206,891 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
46,458 | $4,186,330 |
All Filings in PFG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,186,330 | 46,458 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,836 | 43,486 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,883 | 22,715 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,206 | 15,181 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,604 | 19,010 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,006 | 12,993 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,066 | 12,410 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $885 | 11,285 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $908 | 10,522 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $939 | 11,941 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $745 | 10,335 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $742 | 9,784 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $757 | 10,185 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $791 | 9,422 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $733,549 | 10,167 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $672,909 | 10,075 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $693,357 | 9,445 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $562,438 | 7,776 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $379,645 | 6,008 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $360,239 | 6,008 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $298,056 | 6,008 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $241,942 | 6,008 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $226,766 | 5,459 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $161,150 | 5,142 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||