Position in PFG
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$309,569
+$9,726 QoQ
Shares Held
2,765
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#14
of 39 holders
Holding Since
Mar 2026
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026Apeiron RIA LLC holds $3,101,239 across 6 Asset Management names. PFG ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
81,210 | $1,947,415 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
69,283 | $357,500 | |
| 3 | PFG |
Principal Financial Group Inc
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|
2,765 | $309,569 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
12,266 | $277,456 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
14,808 | $147,339 | |
| 6 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
10,026 | $61,960 |
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $309,569 | 2,765 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $299,843 | 2,782 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $250,686 | 2,782 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||