Position in PFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$241,966
+$49,762 QoQ
Shares Held
2,245
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#631
of 941 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clarity Asset Management, Inc. holds $241,966 across 1 Asset Management name. PFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
2,245 | $241,966 |
All Filings in PFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,966 | 2,245 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $192,204 | 2,133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $186,916 | 2,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,559 | 1,237 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $97,937 | 1,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $103,606 | 1,228 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $94,749 | 1,224 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,798 | 1,220 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $95,473 | 1,217 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $104,694 | 1,213 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $95,190 | 1,210 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||