BEACON FINANCIAL GROUP

Position in PFG — Principal Financial Group Inc

CIK 1591379 DALLAS, TX

Position in PFG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$469,489

+$68,410 QoQ

Shares Held

4,356

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#493

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $7,924,593 across 9 Asset Management names. PFG ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,779	$4,595,295
2	PSLV	Sprott Physical Silver Trust	36,075	$680,735
3	PHYS	Sprott Physical Gold Trust	18,040	$544,266
4	AMP	Ameriprise Financial Inc	1,025	$470,229
5	PFG	Principal Financial Group Inc This page	4,356	$469,489
6	NTRS	Northern Trust Corp	2,161	$375,668
7	TROW	Price T Rowe Group Inc	2,953	$335,726
8	STT	State Street Corp	1,897	$321,731

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,489	4,356	-2.1%	Shares	Sole	2026-07-16
2026-03-31	$401,079	4,451	+2.8%	Shares	Sole	2026-04-30
2025-12-31	$382,037	4,331	0.0%	Shares	Sole	2026-04-01
2025-09-30	$359,083	4,331	+65.3%	Shares	Sole	2025-10-08
2025-06-30	$208,106	2,620	-3.9%	Shares	Sole	2025-07-09
2025-03-31	$229,908	2,725	-30.3%	Shares	Sole	2025-04-10
2024-12-31	$302,595	3,909	-16.8%	Shares	Sole	2025-01-29
2024-09-30	$403,815	4,701	-6.4%	Shares	Sole	2024-11-12
2024-06-30	$393,897	5,021	-0.8%	Shares	Sole	2024-08-06
2024-03-31	$436,814	5,061	-91.1%	Shares	Sole	2024-05-07
2023-12-31	$4,480,413	56,952	-4.6%	Shares	Sole	2024-02-23
2023-09-30	$4,301,353	59,683	-0.7%	Shares	Sole	2023-10-16
2023-06-30	$4,557,680	60,096	-0.8%	Shares	Sole	2023-07-20
2023-03-31	$4,500,224	60,552	-4.4%	Shares	Sole	2023-04-14
2022-12-31	$5,314,066	63,323	-1.8%	Shares	Sole	2023-01-19
2022-09-30	$4,650,283	64,453	-0.8%	Shares	Sole	2022-10-13
2022-06-30	$4,339,880	64,978	-0.1%	Shares	Sole	2022-07-19
2022-03-31	$4,775,026	65,046	-0.5%	Shares	Sole	2022-04-08
2021-12-31	$4,729,948	65,394	-1.1%	Shares	Sole	2022-01-07
2021-09-30	$4,257,870	66,116	+0.9%	Shares	Sole	2021-10-13
2021-06-30	$4,141,851	65,546	-1.3%	Shares	Sole	2021-07-26
2021-03-31	$3,980,324	66,383	0.0%	Shares	Sole	2021-08-16
2020-12-31	$3,293,260	66,383	-1.7%	Shares	Sole	2021-01-15
2020-09-30	$2,720,157	67,548	-2.4%	Shares	Sole	2020-10-13
2020-06-30	$2,873,654	69,178	+12.0%	Shares	Sole	2020-08-05
2020-03-31	$1,936,498	61,790	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.