Position in PFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$212,865
-$162,677 QoQ
Shares Held
1,975
-55.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#668
of 941 holders
Holding Since
Mar 2022
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, 2026Miramar Capital, LLC holds $10,314,052 across 2 Asset Management names. PFG ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,505 | $10,101,187 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
1,975 | $212,865 |
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,865 | 1,975 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $375,542 | 4,475 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $503,246 | 6,975 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $773,094 | 11,575 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $849,720 | 11,575 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||