Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,421,472
+$4,100,038 QoQ
Shares Held
208,030
+2.3% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#79
of 940 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 8%
None 85%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. PFG ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
208,030 | $22,421,472 |
All Filings in PFG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,421,472 | 208,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,321,434 | 203,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,921,374 | 180,494 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,619,164 | 55,713 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,014,924 | 37,957 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,934,557 | 34,782 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,258,746 | 29,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,580,607 | 30,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,099,400 | 26,761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,399,935 | 27,806 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,628,547 | 20,701 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,304,394 | 18,099 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,536,670 | 20,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $511,247 | 6,879 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $459,378 | 5,474 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $284,920 | 3,949 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $290,870 | 4,355 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $216,999 | 2,956 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $205,127 | 2,836 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||