Strategic Investment Advisors / MI
Position in PFG — Principal Financial Group Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387,576
+$20,919 QoQ
Shares Held
3,596
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#528
of 941 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Investment Advisors / MI holds $1,851,216 across 4 Asset Management names. PFG ranks #2 (20.9% of the industry book) .
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,576 | 3,596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,657 | 4,069 | Shares | Sole | 2026-05-18 | |
| 2023-09-30 | $748,735 | 10,389 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $747,858 | 9,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $713,100 | 9,595 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||