First Command Advisory Services, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1727336
FORT WORTH, TX
Position in PFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$80,468
+$1,697 QoQ
Shares Held
893
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 30%
Shared 70%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026First Command Advisory Services, Inc. holds $803,199 across 24 Asset Management names. PFG ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
|
4,694 | $148,283 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
2,812 | $99,657 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
4,420 | $96,753 | |
| 4 | BX |
Blackstone Inc.
|
798 | $91,762 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
893 | $80,468 | |
| 6 | BLK |
BlackRock, Inc.
|
77 | $74,051 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
3,817 | $63,400 | |
| 8 | KKR |
KKR & Co. Inc.
|
324 | $29,970 |
All Filings in PFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,468 | 893 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $78,771 | 893 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $71,634 | 864 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $68,627 | 864 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $72,895 | 864 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $66,882 | 864 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $53,945 | 628 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $49,266 | 628 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $54,202 | 628 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $49,404 | 628 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $45,259 | 628 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||