Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,912,378
-$16,838,465 QoQ
Shares Held
87,808
-68.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Interval Partners, LP holds $82,641,076 across 10 Asset Management names. PFG ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
190,685 | $26,613,905 | |
| 2 | SEIC |
Sei Investments Co
|
136,227 | $10,689,732 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
418,113 | $9,976,176 | |
| 4 | AMP |
Ameriprise Financial Inc
|
17,889 | $7,949,871 | |
| 5 | PFG |
Principal Financial Group Inc
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|
87,808 | $7,912,378 | |
| 6 | WT |
WisdomTree, Inc.
|
307,777 | $4,481,233 | |
| 7 | APO |
Apollo Global Management, Inc.
|
39,862 | $4,441,424 | |
| 8 | KKR |
KKR & Co. Inc.
|
44,837 | $4,147,422 |
All Filings in PFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,912,378 | 87,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,750,843 | 280,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,642,388 | 140,422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,083,415 | 177,306 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,667,254 | 79,024 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,824,352 | 113,995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,676,033 | 112,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,233,885 | 155,945 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,317,028 | 73,190 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $3,758,339 | 51,961 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,863,842 | 230,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,816,268 | 139,520 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,671,886 | 211,339 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,217,571 | 125,329 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,059,609 | 51,145 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,253,322 | 102,391 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,862,971 | 91,352 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||