Steigerwald, Gordon & Koch Inc.
Position in PFG — Principal Financial Group Inc
CIK 1731876
LEESBURG, VA
Position in PFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,059
+$2,633 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 285 holders
Holding Since
Dec 2025
3 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, 2026Steigerwald, Gordon & Koch Inc. holds $3,751,081 across 16 Asset Management names. PFG ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
29,017 | $3,298,942 | |
| 2 | BLK |
BlackRock, Inc.
|
225 | $216,351 | |
| 3 | BX |
Blackstone Inc.
|
633 | $74,485 | |
| 4 | RJF |
Raymond James Financial Inc
|
258 | $39,223 | |
| 5 | MAIN |
Main Street Capital CORP
|
600 | $31,128 | |
| 6 | APO |
Apollo Global Management, Inc.
|
257 | $30,405 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
149 | $16,059 | |
| 8 | AMP |
Ameriprise Financial Inc
|
24 | $11,010 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,059 | 149 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,426 | 149 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,143 | 149 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||