PSI Advisors, LLC

Position in PFG — Principal Financial Group Inc

CIK 1779040 TAMPA, FL

Position in PFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,692,577

+$334,710 QoQ

Shares Held

15,704

+4.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#297

of 940 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PSI Advisors, LLC holds $2,107,725 across 3 Asset Management names. PFG ranks #1 (80.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	15,704	$1,692,577
2	TYG	Tortoise Energy Infrastructure Corp	7,035	$301,590
3	JPC	Nuveen Preferred & Income Opportunities Fund	14,411	$113,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,692,577	15,704	+4.2%	Shares	Sole	2026-08-03
2026-03-31	$1,357,867	15,069	+10.1%	Shares	Sole	2026-05-15
2025-12-31	$1,206,800	13,681	+3.7%	Shares	Sole	2026-02-09
2025-09-30	$1,093,582	13,190	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,047,681	13,190	+27.3%	Shares	Sole	2025-08-12
2025-03-31	$874,157	10,361	+2.7%	Shares	Sole	2025-04-21
2024-12-31	$780,602	10,084	-1.9%	Shares	Sole	2025-01-13
2024-09-30	$883,395	10,284	0.0%	Shares	Sole	2024-10-22
2024-06-30	$806,779	10,284	0.0%	Shares	Sole	2024-07-23
2024-03-31	$887,612	10,284	0.0%	Shares	Sole	2024-04-24
2023-12-31	$809,042	10,284	0.0%	Shares	Sole	2024-02-01
2023-09-30	$741,167	10,284	-20.8%	Shares	Sole	2023-10-13
2023-06-30	$985,389	12,993	0.0%	Shares	Sole	2023-07-21
2023-03-31	$965,639	12,993	-3.9%	Shares	Sole	2023-04-25
2022-12-31	$1,134,094	13,514	-11.7%	Shares	Sole	2023-01-19
2022-09-30	$1,103,678	15,297	0.0%	Shares	Sole	2022-10-20
2022-06-30	$1,021,686	15,297	-5.2%	Shares	Sole	2022-07-18
2022-03-31	$1,184,176	16,131	+0.6%	Shares	Sole	2022-04-20
2021-12-31	$1,159,305	16,028	+3.2%	Shares	Sole	2022-02-11
2021-09-30	$999,938	15,527	0.0%	Shares	Sole	2021-11-12
2021-06-30	$981,151	15,527	-11.4%	Shares	Sole	2021-08-10
2021-03-31	$1,050,918	17,527	+18.9%	Shares	Sole	2021-05-11
2020-12-31	$731,499	14,745	0.0%	Shares	Sole	2021-02-08
2020-09-30	$593,781	14,745	-0.1%	Shares	Sole	2020-11-12
2020-06-30	$613,379	14,766	0.0%	Shares	Sole	2020-11-24
2020-03-31	$462,766	14,766	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.