Paragon Capital Management Ltd

Position in PFG — Principal Financial Group Inc

CIK 1569765 DENVER, CO

Position in PFG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$277,210

+$65,272 QoQ

Shares Held

2,572

+9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#594

of 941 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Paragon Capital Management Ltd holds $1,517,267 across 7 Asset Management names. PFG ranks #1 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	2,572	$277,210
2	VCTR	Victory Capital Holdings, Inc.	2,922	$245,623
3	TROW	Price T Rowe Group Inc	2,141	$243,410
4	CRBG	Corebridge Financial, Inc.	7,707	$220,651
5	BXSL	Blackstone Secured Lending Fund	8,595	$203,787
6	OTF	Blue Owl Technology Finance Corp.	16,314	$168,849
7	AEF	abrdn Emerging Markets ex-China Fund, Inc.	16,431	$157,737

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,210	2,572	+9.4%	Shares	Sole	2026-07-29
2026-03-31	$211,938	2,352	-4.4%	Shares	Sole	2026-04-15
2025-12-31	$216,908	2,459	-26.4%	Shares	Sole	2026-01-22
2025-03-31	$282,048	3,343	+0.9%	Shares	Sole	2025-04-16
2024-12-31	$256,459	3,313	-1.4%	Shares	Sole	2025-01-14
2024-09-30	$288,624	3,360	+0.8%	Shares	Sole	2024-10-10
2024-06-30	$261,473	3,333	+9.0%	Shares	Sole	2024-07-12
2023-03-31	$227,344	3,059	-0.5%	Shares	Sole	2023-04-13
2022-12-31	$257,886	3,073	0.0%	Shares	Sole	2023-01-17
2022-09-30	$221,716	3,073	-2.5%	Shares	Sole	2022-10-14
2022-06-30	$210,588	3,153	+0.5%	Shares	Sole	2022-07-18
2022-03-31	$230,360	3,138	+3.3%	Shares	Sole	2022-04-19
2021-12-31	$219,666	3,037	-41.9%	Shares	Sole	2022-01-27
2020-06-30	$217,171	5,228	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.