TD PRIVATE CLIENT WEALTH LLC
Position in PFG — Principal Financial Group Inc
CIK 1551017
NEW YORK, NY
Position in PFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,901,993
+$528,897 QoQ
Shares Held
17,647
+15.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#274
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. PFG ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,993 | 17,647 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,373,096 | 15,238 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $30,520 | 346 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $29,515 | 356 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $24,543 | 309 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $25,817 | 306 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $26,861 | 347 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $30,752 | 358 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $27,928 | 356 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,187 | 315 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $117,060 | 1,488 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $99,240 | 1,377 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $72,427 | 955 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $69,637 | 937 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $80,479 | 959 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $32,828 | 455 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $25,580 | 383 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $35,677 | 486 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $33,344 | 461 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $34,776 | 540 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $36,334 | 575 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $33,877 | 565 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $33,486 | 675 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $32,296 | 802 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $62,019 | 1,493 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $56,129 | 1,791 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||