Position in PFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$777,739
+$572,108 QoQ
Shares Held
7,216
+216.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#405
of 941 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026First Bank & Trust holds $2,797,767 across 5 Asset Management names. PFG ranks #2 (27.8% of the industry book) .
All Filings in PFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,739 | 7,216 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $205,631 | 2,282 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||