Symphony Financial, Ltd. Co.
Position in PFG — Principal Financial Group Inc
CIK 1800687
HOUSTON, TX
Position in PFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$344,249
+$83,471 QoQ
Shares Held
3,194
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#547
of 946 holders
Holding Since
Dec 2025
3 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, 2026Symphony Financial, Ltd. Co. holds $2,692,273 across 5 Asset Management names. PFG ranks #4 (12.8% of the industry book) .
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,249 | 3,194 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $260,778 | 2,894 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $266,570 | 3,022 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||