Unison Advisors LLC

Position in PFG — Principal Financial Group Inc

CIK 1695818 PROVIDENCE, RI

Position in PFG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,711,676

+$1,144,861 QoQ

Shares Held

62,272

+0.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#153

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Unison Advisors LLC holds $12,660,025 across 3 Asset Management names. PFG ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	62,272	$6,711,676
2	BEN	Franklin Resources Inc	115,784	$3,852,133
3	TROW	Price T Rowe Group Inc	18,438	$2,096,216

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,711,676	62,272	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$5,566,815	61,778	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$5,402,245	61,243	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$5,028,076	60,645	+0.9%	Shares	Sole	2025-11-05
2025-06-30	$4,771,916	60,077	+1.0%	Shares	Sole	2025-07-29
2025-03-31	$5,016,302	59,456	+0.9%	Shares	Sole	2025-05-06
2024-12-31	$4,561,848	58,931	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$5,021,971	58,463	+0.9%	Shares	Sole	2024-10-09
2024-06-30	$4,545,393	57,940	+1.0%	Shares	Sole	2024-07-12
2024-03-31	$4,949,101	57,341	+1.2%	Shares	Sole	2024-04-12
2023-12-31	$4,455,554	56,636	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$4,044,208	56,115	+0.8%	Shares	Sole	2023-10-05
2023-06-30	$4,220,192	55,646	+0.8%	Shares	Sole	2023-07-28
2023-03-31	$4,100,977	55,180	+0.9%	Shares	Sole	2023-04-14
2022-12-31	$4,588,829	54,681	+0.9%	Shares	Sole	2023-01-24
2022-09-30	$3,910,602	54,201	+1.0%	Shares	Sole	2022-10-14
2022-06-30	$3,585,888	53,689	+0.9%	Shares	Sole	2022-07-13
2022-03-31	$3,907,540	53,229	+0.9%	Shares	Sole	2022-04-13
2021-12-31	$3,816,347	52,763	+1.2%	Shares	Sole	2022-01-27
2021-09-30	$3,357,494	52,135	-19.7%	Shares	Sole	2021-10-20
2021-06-30	$4,103,874	64,945	+0.9%	Shares	Sole	2021-07-28
2021-03-31	$3,860,164	64,379	+1.1%	Shares	Sole	2021-04-20
2020-12-31	$3,159,809	63,693	+1.3%	Shares	Sole	2021-01-19
2020-09-30	$2,530,969	62,850	+1.3%	Shares	Sole	2020-10-27
2020-06-30	$2,578,055	62,062	+202.5%	Shares	Sole	2020-07-09
2020-03-31	$643,002	20,517	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.