Pinion Investment Advisors, LLC

Position in PFG — Principal Financial Group Inc

CIK 1738738 WICHITA, KS

Position in PFG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,065,405

+$167,009 QoQ

Shares Held

9,885

-0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#358

of 941 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinion Investment Advisors, LLC holds $1,872,480 across 3 Asset Management names. PFG ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	9,885	$1,065,405
2	ARCC	Ares Capital Corp	30,605	$567,110
3	ADX	Adams Diversified Equity Fund, Inc.	9,392	$239,965

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,405	9,885	-0.9%	Shares	Sole	2026-08-06
2026-03-31	$898,396	9,970	-15.9%	Shares	Sole	2026-04-24
2025-12-31	$1,045,553	11,853	-10.4%	Shares	Sole	2026-01-29
2025-09-30	$1,096,401	13,224	+11.3%	Shares	Sole	2025-10-27
2025-06-30	$943,787	11,882	-48.4%	Shares	Sole	2025-07-24
2025-03-31	$1,944,052	23,042	+128.6%	Shares	Sole	2025-04-17
2024-12-31	$780,292	10,080	+3.0%	Shares	Sole	2025-02-06
2024-09-30	$840,359	9,783	+11.3%	Shares	Sole	2024-11-12
2024-06-30	$689,575	8,790	+6.9%	Shares	Sole	2024-08-08
2024-03-31	$709,554	8,221	+21.4%	Shares	Sole	2024-05-09
2023-12-31	$532,753	6,772	-26.3%	Shares	Sole	2024-01-25
2023-09-30	$662,539	9,193	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$684,380	9,024	+10.8%	Shares	Sole	2023-08-07
2023-03-31	$605,410	8,146	+13.9%	Shares	Sole	2023-05-15
2022-12-31	$600,111	7,151	-4.2%	Shares	Sole	2023-02-09
2022-09-30	$538,527	7,464	+13.0%	Shares	Sole	2022-11-14
2022-06-30	$441,348	6,608	+74.4%	Shares	Sole	2022-08-15
2022-03-31	$278,223	3,790	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.