Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,680,079
+$1,515,925 QoQ
Shares Held
71,257
+4.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#137
of 941 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $92,163,470 across 20 Asset Management names. PFG ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,414 | $18,667,725 | |
| 2 | STT |
State Street Corp
|
70,275 | $11,918,640 | |
| 3 | BX |
Blackstone Inc.
|
84,008 | $9,885,221 | |
| 4 | PFG |
Principal Financial Group Inc
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|
71,257 | $7,680,079 | |
| 5 | TROW |
Price T Rowe Group Inc
|
66,575 | $7,568,911 | |
| 6 | AMP |
Ameriprise Financial Inc
|
14,702 | $6,744,689 | |
| 7 | APO |
Apollo Global Management, Inc.
|
56,931 | $6,735,506 | |
| 8 | ARES |
Ares Management Corp
|
40,640 | $4,523,638 |
All Filings in PFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,680,079 | 71,257 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,164,154 | 68,407 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,572,843 | 63,177 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,575,388 | 55,185 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,131,098 | 64,599 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,374,284 | 63,699 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,480,800 | 57,884 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $4,865,204 | 56,638 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,460,667 | 56,860 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,968,620 | 45,981 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,701,266 | 47,048 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,752,829 | 52,072 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,108,935 | 54,179 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,442,923 | 59,781 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,456,310 | 65,018 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,889,821 | 67,773 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,624,072 | 69,233 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,697,505 | 63,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,247,469 | 72,549 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,166,937 | 64,704 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,255,548 | 51,520 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,853,796 | 47,595 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,054,647 | 41,416 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,524,662 | 37,861 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,366,458 | 32,895 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||