Allen Capital Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 1601384
GRAND ISLAND, NE
Position in PFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$215,128
New position
Shares Held
1,996
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Allen Capital Group, LLC holds $13,561,632 across 7 Asset Management names. PFG ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
74,553 | $8,772,651 | |
| 2 | APO |
Apollo Global Management, Inc.
|
23,551 | $2,786,318 | |
| 3 | STT |
State Street Corp
|
12,377 | $663,530 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
114,888 | $573,291 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
15,342 | $289,503 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
8,658 | $261,211 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
1,996 | $215,128 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,128 | 1,996 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||