HORIZON FINANCIAL SERVICES, LLC

Position in PFG — Principal Financial Group Inc

CIK 1674020 WINSTON SALEM, NC

Position in PFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,029

+$2,792 QoQ

Shares Held

158

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#839

of 941 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $259,699 across 10 Asset Management names. PFG ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOI	Eaton Vance Enhanced Equity Income Fund	6,350	$124,841
2	ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	3,100	$48,174
3	BX	Blackstone Inc.	394	$46,361
4	PFG	Principal Financial Group Inc This page	158	$17,029
5	RJF	Raymond James Financial Inc	94	$14,290
6	SEIC	Sei Investments Co	61	$5,350
7	WT	WisdomTree, Inc.	133	$2,253
8	TCPC	BlackRock TCP Capital Corp.	417	$1,401

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,029	158	0.0%	Shares	Sole	2026-07-20
2026-03-31	$14,237	158	0.0%	Shares	Sole	2026-04-15
2025-12-31	$13,937	158	-45.1%	Shares	Sole	2026-01-12
2025-09-30	$23,878	288	+200.0%	Shares	Sole	2025-11-12
2024-12-31	$7,431	96	+585.7%	Shares	Sole	2025-02-12
2024-09-30	$1,202	14	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,098	14	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,208	14	-92.0%	Shares	Sole	2024-04-26
2021-12-31	$12,730	176	-13.7%	Shares	Sole	2022-01-31
2021-09-30	$13,137	204	-24.2%	Shares	Sole	2021-10-22
2021-06-30	$16,998	269	0.0%	Shares	Sole	2021-07-22
2021-03-31	$16,129	269	0.0%	Shares	Sole	2021-04-21
2020-12-31	$13,345	269	0.0%	Shares	Sole	2021-01-19
2020-09-30	$10,832	269	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.