One Wealth Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1725297
SAN FRANCISCO, CA
Position in PFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$407,623
+$56,555 QoQ
Shares Held
3,782
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#521
of 946 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026One Wealth Advisors, LLC holds $1,147,577 across 3 Asset Management names. PFG ranks #2 (35.5% of the industry book) .
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,623 | 3,782 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $351,068 | 3,896 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $315,350 | 3,575 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $295,988 | 3,570 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $287,298 | 3,617 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||