Sound View Wealth Advisors Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 1784777
SAVANNAH, GA
Position in PFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$342,632
+$51,127 QoQ
Shares Held
3,179
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 941 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. PFG ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in PFG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,632 | 3,179 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,505 | 3,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $341,372 | 3,870 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $395,978 | 4,776 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $482,537 | 6,075 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,987,841 | 23,561 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,814,645 | 23,442 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,099,481 | 24,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,476,036 | 18,815 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,497,478 | 17,350 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $911,627 | 11,588 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $803,076 | 11,143 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,119,625 | 14,763 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $910,122 | 12,246 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $972,464 | 11,588 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $788,527 | 10,929 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $341,630 | 5,115 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $355,891 | 4,848 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||