Balefire, LLC

Position in PFG — Principal Financial Group Inc

CIK 1750924 DALLAS, TX

Position in PFG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$267,725

+$18,031 QoQ

Shares Held

2,484

-10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#604

of 941 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balefire, LLC holds $4,415,398 across 12 Asset Management names. PFG ranks #7 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	10,334	$948,454
2	MHD	Blackrock Muniholdings Fund, Inc.	52,345	$622,905
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	45,140	$529,943
4	NZF	Nuveen Municipal Credit Income Fund	40,896	$518,561
5	GUT	Gabelli Utility Trust	57,016	$375,735
6	NVG	Nuveen AMT-Free Municipal Credit Income Fund	23,230	$297,344
7	PFG	Principal Financial Group Inc This page	2,484	$267,725
8	BN	BROOKFIELD Corp /ON/	5,093	$216,910

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,725	2,484	-10.4%	Shares	Sole	2026-07-07
2026-03-31	$249,694	2,771	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$243,900	2,765	-2.7%	Shares	Sole	2026-01-12
2025-09-30	$235,630	2,842	-0.2%	Shares	Sole	2025-10-08
2025-06-30	$226,296	2,849	+15.7%	Shares	Sole	2025-07-09
2025-03-31	$207,718	2,462	0.0%	Shares	Sole	2025-04-23
2024-12-31	$190,583	2,462	0.0%	Shares	Sole	2025-02-03
2024-09-30	$211,485	2,462	0.0%	Shares	Sole	2024-10-15
2024-06-30	$193,143	2,462	0.0%	Shares	Sole	2024-08-01
2024-03-31	$212,495	2,462	0.0%	Shares	Sole	2024-05-10
2023-12-31	$193,685	2,462	0.0%	Shares	Sole	2024-02-07
2023-09-30	$177,436	2,462	0.0%	Shares	Sole	2023-12-06
2023-06-30	$186,718	2,462	0.0%	Shares	Sole	2023-08-21
2022-12-31	$206,611	2,462	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.