Position in PFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$499,299
New position
Shares Held
5,541
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH ALLIANCE, LLC holds $5,469,293 across 13 Asset Management names. PFG ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
|
90,736 | $962,708 | |
| 2 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
53,908 | $678,701 | |
| 3 | BX |
Blackstone Inc.
|
5,094 | $585,759 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
10,960 | $546,356 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
5,541 | $499,299 | |
| 6 | ARES |
Ares Management Corp
|
4,308 | $470,002 | |
| 7 | BLK |
BlackRock, Inc.
|
430 | $413,535 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
36,036 | $319,999 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,299 | 5,541 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||