Wolff Financial Management LLC
Position in PFG — Principal Financial Group Inc
CIK 1767940
KALAMAZOO, MI
Position in PFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$842,300
+$138,091 QoQ
Shares Held
7,815
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#396
of 941 holders
Holding Since
Mar 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, 2026Wolff Financial Management LLC holds $1,051,164 across 2 Asset Management names. PFG ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
7,815 | $842,300 | |
| 2 | BX |
Blackstone Inc.
|
1,775 | $208,864 |
All Filings in PFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,300 | 7,815 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $704,209 | 7,815 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $689,361 | 7,815 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $647,941 | 7,815 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $620,745 | 7,815 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $659,351 | 7,815 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $604,959 | 7,815 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $671,308 | 7,815 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $613,086 | 7,815 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $674,512 | 7,815 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $614,806 | 7,815 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $563,227 | 7,815 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $592,689 | 7,815 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $580,810 | 7,815 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $655,834 | 7,815 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $563,852 | 7,815 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $521,963 | 7,815 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $573,699 | 7,815 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $565,258 | 7,815 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $503,286 | 7,815 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $468,587 | 7,815 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $387,702 | 7,815 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $314,710 | 7,815 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $324,635 | 7,815 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $244,922 | 7,815 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||