LAKE STREET PRIVATE WEALTH, LLC
Position in PFG — Principal Financial Group Inc
CIK 1772031
CHICAGO, IL
Position in PFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$272,252
+$35,353 QoQ
Shares Held
2,526
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#601
of 946 holders
Holding Since
Dec 2021
19 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $26,121,385 across 7 Asset Management names. PFG ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
604,250 | $7,438,317 | |
| 2 | BX |
Blackstone Inc.
|
48,882 | $5,751,944 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
404,250 | $5,125,890 | |
| 4 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
571,275 | $4,890,114 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
84,348 | $1,734,194 | |
| 6 | BLK |
BlackRock, Inc.
|
945 | $908,674 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
2,526 | $272,252 |
All Filings in PFG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,252 | 2,526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $236,899 | 2,629 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $284,918 | 3,230 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $270,037 | 3,257 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,505 | 3,393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $286,267 | 3,393 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $262,110 | 3,386 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $292,145 | 3,401 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $284,930 | 3,632 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $320,469 | 3,713 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $234,043 | 2,975 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $275,307 | 3,820 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $319,438 | 4,212 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $386,241 | 5,197 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $463,909 | 5,528 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $412,842 | 5,722 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $406,617 | 6,088 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $322,710 | 4,396 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $213,952 | 2,958 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||