Sound Income Strategies, LLC
Position in PFG — Principal Financial Group Inc
CIK 1730960
Ft Lauderdale, FL
Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,999,264
+$2,018,372 QoQ
Shares Held
222,669
-8.7% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#73
of 927 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $459,089,481 across 31 Asset Management names. PFG ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
3,667,518 | $57,836,758 | |
| 2 | ARCC |
Ares Capital Corp
|
2,766,368 | $51,260,799 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,876,087 | $49,924,000 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
2,706,290 | $46,466,999 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
4,204,742 | $45,705,545 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,820,327 | $43,159,953 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
5,222,616 | $39,065,167 | |
| 8 | PFG |
Principal Financial Group Inc
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|
222,669 | $23,999,264 |
All Filings in PFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,999,264 | 222,669 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,980,892 | 243,934 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,531,355 | 244,092 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,401,497 | 246,068 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $19,766,790 | 248,858 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,963,376 | 236,617 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $17,701,886 | 228,677 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,050,940 | 210,139 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $15,314,695 | 195,216 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,689,086 | 181,776 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,172,268 | 167,437 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $11,136,905 | 154,529 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,902,530 | 143,757 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,907,599 | 133,310 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $10,104,639 | 120,408 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $12,449,193 | 172,546 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $12,183,030 | 182,408 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $12,209,184 | 166,315 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $10,449,659 | 144,472 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,266,065 | 143,883 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,918,781 | 125,317 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,784,593 | 113,152 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,822,847 | 77,058 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,338,035 | 58,059 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,985,861 | 47,806 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,328,910 | 42,403 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||