Winch Advisory Services, LLC
Position in PFG — Principal Financial Group Inc
CIK 1585822
Appleton, WI
Position in PFG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$50,551
+$1,419 QoQ
Shares Held
561
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Winch Advisory Services, LLC holds $236,534 across 9 Asset Management names. PFG ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
1,070 | $56,667 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
561 | $50,551 | |
| 3 | BLK |
BlackRock, Inc.
|
40 | $38,468 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
2,252 | $32,473 | |
| 5 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
668 | $17,621 | |
| 6 | NTRS |
Northern Trust Corp
|
125 | $17,446 | |
| 7 | BX |
Blackstone Inc.
|
95 | $10,924 | |
| 8 | AMP |
Ameriprise Financial Inc
|
23 | $10,221 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,551 | 561 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,132 | 557 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $47,756 | 576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $45,433 | 572 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $52,140 | 618 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $47,529 | 614 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $52,313 | 609 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $47,540 | 606 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $51,958 | 602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,044 | 598 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $47,133 | 654 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $60,520 | 798 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $27,572 | 371 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $30,882 | 368 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $26,334 | 365 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $24,177 | 362 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,280 | 358 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $25,677 | 355 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,668 | 352 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $22,053 | 349 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $20,746 | 346 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,966 | 342 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $17,436 | 433 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $17,737 | 427 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,310 | 329 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||