Annex Advisory Services, LLC
Position in PFG — Principal Financial Group Inc
CIK 1542287
BROOKFIELD, WI
Position in PFG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$241,103
New position
Shares Held
2,237
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $49,342,277 across 3 Asset Management names. PFG ranks #2 (0.5% of the industry book) .
All Filings in PFG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,103 | 2,237 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||