Donoghue Forlines LLC

Position in PFG — Principal Financial Group Inc

CIK 1702435 Boston, MA

Position in PFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,707,989

-$2,603,143 QoQ

Shares Held

15,847

-66.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#294

of 941 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Donoghue Forlines LLC holds $8,532,087 across 3 Asset Management names. PFG ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	29,336	$4,975,385
2	TROW	Price T Rowe Group Inc	16,261	$1,848,713
3	PFG	Principal Financial Group Inc This page	15,847	$1,707,989

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,707,989	15,847	-66.9%	Shares	Sole	2026-08-07
2026-03-31	$4,311,132	47,843	+190.5%	Shares	Sole	2026-05-13
2025-12-31	$1,452,995	16,472	-11.3%	Shares	Sole	2026-02-05
2025-09-30	$1,539,555	18,569	-3.6%	Shares	Sole	2025-10-29
2025-06-30	$1,529,345	19,254	+8.6%	Shares	Sole	2025-08-08
2025-03-31	$1,496,386	17,736	+202.7%	Shares	Sole	2025-05-12
2023-06-30	$444,346	5,859	-69.8%	Shares	Sole	2023-08-07
2023-03-31	$1,440,395	19,381	-25.4%	Shares	Sole	2023-05-08
2022-12-31	$2,179,486	25,971	+68.5%	Shares	Sole	2023-02-08
2022-09-30	$1,111,831	15,410	-46.2%	Shares	Sole	2022-11-07
2020-09-30	$1,154,379	28,666	+36.8%	Shares	Sole	2020-11-16
2020-03-31	$656,729	20,955	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.