BURKETT FINANCIAL SERVICES, LLC
Position in PFG — Principal Financial Group Inc
CIK 1762716
ROCK HILL, SC
Position in PFG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$15,089
+$2,564 QoQ
Shares Held
140
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#849
of 941 holders
Holding Since
Sep 2024
8 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $167,917 across 6 Asset Management names. PFG ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
2,491 | $100,212 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
543 | $23,126 | |
| 3 | KKR |
KKR & Co. Inc.
|
182 | $16,703 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
140 | $15,089 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
166 | $7,445 | |
| 6 | ARES |
Ares Management Corp
|
48 | $5,342 |
All Filings in PFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,089 | 140 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $12,525 | 139 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $12,084 | 137 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,358 | 137 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $10,723 | 135 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $11,305 | 134 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $10,295 | 133 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $11,424 | 133 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||