Waldron Private Wealth LLC
Position in PFG — Principal Financial Group Inc
CIK 1598180
BRIDGEVILLE, PA
Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$567,353
+$98,421 QoQ
Shares Held
5,264
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#461
of 941 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $7,295,872 across 4 Asset Management names. PFG ranks #4 (7.8% of the industry book) .
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,353 | 5,264 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $468,932 | 5,204 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $410,705 | 4,656 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $386,028 | 4,656 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $369,826 | 4,656 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $392,826 | 4,656 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $413,290 | 5,339 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $459,908 | 5,354 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $421,276 | 5,370 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $460,377 | 5,334 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $419,625 | 5,334 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $387,664 | 5,379 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $419,395 | 5,530 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $409,651 | 5,512 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $398 | 5,530 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $398,989 | 5,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,749 | 5,536 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $410,508 | 5,592 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $397,453 | 5,495 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $353,878 | 5,495 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $335,854 | 5,315 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $392,018 | 6,538 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $324,350 | 6,538 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $263,285 | 6,538 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $269,594 | 6,490 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||