Brookstone Capital Management
Position in PFG — Principal Financial Group Inc
CIK 1599584
WHEATON, IL
Position in PFG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,430,586
+$1,167,632 QoQ
Shares Held
15,876
+432.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 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, 2026Brookstone Capital Management holds $81,346,625 across 38 Asset Management names. PFG ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
176,574 | $16,333,095 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
635,909 | $15,509,820 | |
| 3 | TROW |
Price T Rowe Group Inc
|
101,681 | $9,165,525 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
516,373 | $8,576,955 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
227,167 | $8,050,798 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
166,301 | $7,935,883 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
15,876 | $1,430,586 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
122,374 | $1,353,456 |
All Filings in PFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,430,586 | 15,876 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $262,954 | 2,981 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $250,305 | 3,019 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $230,664 | 2,904 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $241,720 | 2,865 | Shares | Sole | 2025-04-29 | |
| 2022-12-31 | $236,402 | 2,817 | Shares | Sole | 2023-01-09 | |
| 2020-09-30 | $269,406 | 6,690 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||