Dakota Wealth Management
Position in PFG — Principal Financial Group Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,189,550
+$264,170 QoQ
Shares Held
20,315
-4.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#258
of 941 holders
Holding Since
Mar 2022
18 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, 2026Dakota Wealth Management holds $59,549,771 across 57 Asset Management names. PFG ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
265,379 | $8,006,484 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
|
521,667 | $6,207,837 | |
| 3 | BLK |
BlackRock, Inc.
|
6,393 | $6,147,253 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
166,660 | $3,791,515 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
213,962 | $2,351,442 | |
| 6 | PFG |
Principal Financial Group Inc
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|
20,315 | $2,189,550 | |
| 7 | EIM |
Eaton Vance Municipal Bond Fund
|
197,690 | $1,968,992 | |
| 8 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
145,372 | $1,615,082 |
All Filings in PFG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,189,550 | 20,315 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,925,380 | 21,367 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,195,546 | 24,890 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,245,700 | 27,086 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,263,755 | 28,500 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,398,470 | 28,428 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,343,200 | 30,270 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,710,230 | 31,551 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,531,659 | 32,271 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,785,741 | 32,276 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,538,759 | 32,271 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,344,725 | 32,534 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,609,502 | 34,408 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,557,202 | 34,408 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,887,519 | 34,408 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,482,537 | 34,408 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,393,286 | 35,833 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,578,159 | 35,120 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||