TSFG, LLC

Position in PFG — Principal Financial Group Inc

CIK 1800513 LAKE FOREST, IL

Position in PFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$233,655

+$6,956 QoQ

Shares Held

2,593

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

TSFG, LLC holds $2,950,808 across 27 Asset Management names. PFG ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	111,862	$1,858,027
2	PFG	Principal Financial Group Inc This page	2,593	$233,655
3	JPC	Nuveen Preferred & Income Opportunities Fund	20,222	$152,473
4	GOF	Guggenheim Strategic Opportunities Fund	11,516	$126,906
5	MSIF	Msc Income Fund, Inc.	7,343	$89,437
6	BLK	BlackRock, Inc.	87	$83,668
7	STT	State Street Corp	638	$80,745
8	NTRS	Northern Trust Corp	562	$78,438

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$233,655	2,593	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$226,699	2,570	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$211,254	2,548	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$200,481	2,524	+0.9%	Shares	Sole	2025-08-05
2025-03-31	$211,009	2,501	+0.9%	Shares	Sole	2025-04-24
2024-12-31	$191,899	2,479	0.0%	Shares	Sole	2025-01-13
2024-09-30	$212,946	2,479	0.0%	Shares	Sole	2024-10-15
2024-06-30	$194,477	2,479	0.0%	Shares	Sole	2024-07-16
2024-03-31	$213,962	2,479	0.0%	Shares	Sole	2024-04-16
2023-12-31	$195,022	2,479	0.0%	Shares	Sole	2024-01-24
2023-09-30	$178,661	2,479	0.0%	Shares	Sole	2023-10-10
2023-06-30	$188,007	2,479	0.0%	Shares	Sole	2023-07-10
2023-03-31	$184,239	2,479	0.0%	Shares	Sole	2023-04-21
2022-12-31	$208,037	2,479	0.0%	Shares	Sole	2023-01-19
2022-09-30	$178,859	2,479	-1.1%	Shares	Sole	2022-10-20
2022-06-30	$167,442	2,507	+1.1%	Shares	Sole	2022-07-13
2022-03-31	$181,983	2,479	0.0%	Shares	Sole	2022-04-25
2021-12-31	$179,306	2,479	0.0%	Shares	Sole	2022-02-10
2021-09-30	$159,647	2,479	0.0%	Shares	Sole	2021-10-12
2021-06-30	$156,648	2,479	0.0%	Shares	Sole	2021-07-19
2021-03-31	$148,640	2,479	0.0%	Shares	Sole	2021-04-14
2020-12-31	$122,983	2,479	0.0%	Shares	Sole	2021-01-20
2020-09-30	$99,829	2,479	0.0%	Shares	Sole	2020-10-06
2020-06-30	$102,977	2,479	0.0%	Shares	Sole	2020-07-07
2020-03-31	$77,691	2,479	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.