Position in PFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$221,487
New position
Shares Held
2,055
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#47
of 83 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Jun 30, 2026Lantz Financial LLC holds $8,124,211 across 9 Asset Management names. PFG ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
21,355 | $3,712,353 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,130 | $1,720,129 | |
| 3 | ARCC |
Ares Capital Corp
|
56,382 | $1,044,758 | |
| 4 | BX |
Blackstone Inc.
|
3,290 | $387,134 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
40,147 | $370,155 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
14,000 | $287,840 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
21,063 | $247,279 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
2,055 | $221,487 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,487 | 2,055 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||