Position in PFG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,802
+$38 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NVWM, LLC holds $636,019 across 14 Asset Management names. PFG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
3,721 | $538,763 | |
| 2 | BLK |
BlackRock, Inc.
|
80 | $76,936 | |
| 3 | KKR |
KKR & Co. Inc.
|
54 | $4,994 | |
| 4 | BX |
Blackstone Inc.
|
33 | $3,793 | |
| 5 | STT |
State Street Corp
|
20 | $2,531 | |
| 6 | NTRS |
Northern Trust Corp
|
15 | $2,093 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
20 | $1,802 | |
| 8 | AMP |
Ameriprise Financial Inc
|
4 | $1,777 |
All Filings in PFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,802 | 20 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,764 | 20 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,243 | 15 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,191 | 15 | Shares | Sole | 2025-08-06 | |
| 2024-06-30 | $392 | 5 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $431 | 5 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||