Brookstone Capital Management

Position in PFG — Principal Financial Group Inc

CIK 1599584 WHEATON, IL

Position in PFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,857,372

+$426,786 QoQ

Shares Held

17,233

+8.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#283

of 946 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookstone Capital Management holds $88,056,187 across 38 Asset Management names. PFG ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	190,540	$22,420,841
2	KKR	KKR & Co. Inc.	145,784	$13,380,055
3	PSLV	Sprott Physical Silver Trust	636,397	$12,008,811
4	CEF	Sprott Physical Gold & Silver Trust	176,920	$7,117,491
5	PHYS	Sprott Physical Gold Trust	233,940	$7,057,969
6	BPRE	Bluerock Private Real Estate Fund	383,720	$4,992,197
7	BAM	Brookfield Asset Management Ltd.	68,260	$3,061,461
8	PFG	Principal Financial Group Inc This page	17,233	$1,857,372

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,857,372	17,233	+8.5%	Shares	Sole	2026-07-15
2026-03-31	$1,430,586	15,876	+432.6%	Shares	Sole	2026-04-16
2025-12-31	$262,954	2,981	-1.3%	Shares	Sole	2026-01-15
2025-09-30	$250,305	3,019	+4.0%	Shares	Sole	2025-10-15
2025-06-30	$230,664	2,904	+1.4%	Shares	Sole	2025-07-30
2025-03-31	$241,720	2,865	+1.7%	Shares	Sole	2025-04-29
2022-12-31	$236,402	2,817	-57.9%	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.