Shepherd Financial Partners LLC

Position in PFG — Principal Financial Group Inc

CIK 1696628 WINCHESTER, MA

Position in PFG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$326,142

+$54,731 QoQ

Shares Held

3,026

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#561

of 941 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,996,684 across 5 Asset Management names. PFG ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,926	$4,736,644
2	BX	Blackstone Inc.	28,606	$3,366,068
3	PFG	Principal Financial Group Inc This page	3,026	$326,142
4	MSIF	Msc Income Fund, Inc.	28,187	$326,123
5	APO	Apollo Global Management, Inc.	2,043	$241,707

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,142	3,026	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$271,411	3,012	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$265,423	3,009	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$249,227	3,006	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$238,528	3,003	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$253,869	3,009	+0.1%	Shares	Sole	2025-04-18
2024-12-31	$232,694	3,006	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$257,957	3,003	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$235,350	3,000	+13.0%	Shares	Sole	2024-08-08
2024-03-31	$229,239	2,656	+1.8%	Shares	Sole	2024-04-23
2023-12-31	$205,171	2,608	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.