JT Stratford LLC

Position in PFG — Principal Financial Group Inc

CIK 1689013 GAINESVILLE, GA

Position in PFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$268,372

+$40,343 QoQ

Shares Held

2,490

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#602

of 941 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JT Stratford LLC holds $1,961,316 across 6 Asset Management names. PFG ranks #5 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	5,206	$591,870
2	BLK	BlackRock, Inc.	397	$381,739
3	PSLV	Sprott Physical Silver Trust	16,822	$317,431
4	FDUS	FIDUS INVESTMENT Corp	15,046	$286,927
5	PFG	Principal Financial Group Inc This page	2,490	$268,372
6	BGB	Blackstone Strategic Credit 2027 Term Fund	10,175	$114,977

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,372	2,490	-21.3%	Shares	Sole	2026-08-14
2023-09-30	$228,029	3,164	-36.9%	Shares	Sole	2023-11-14
2023-06-30	$380,185	5,013	-25.3%	Shares	Sole	2023-08-14
2023-03-31	$498,687	6,710	+52.7%	Shares	Sole	2023-05-10
2022-12-31	$368,744	4,394	+6.7%	Shares	Sole	2023-02-14
2022-09-30	$297,113	4,118	-8.1%	Shares	Sole	2022-11-14
2022-06-30	$299,152	4,479	-18.0%	Shares	Sole	2022-08-15
2022-03-31	$400,965	5,462	-14.8%	Shares	Sole	2022-05-12
2021-12-31	$463,924	6,414	-2.9%	Shares	Sole	2022-02-11
2021-09-30	$425,426	6,606	0.0%	Shares	Sole	2021-11-15
2021-06-30	$417,433	6,606	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$400,652	6,682	+2.6%	Shares	Sole	2021-05-12
2020-12-31	$323,159	6,514	+8.2%	Shares	Sole	2021-02-16
2020-09-30	$242,465	6,021	+20.3%	Shares	Sole	2020-11-13
2020-06-30	$207,824	5,003	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.