Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,356,950
New position
Shares Held
12,590
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#320
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026JSF Financial, LLC holds $1,764,813 across 3 Asset Management names. PFG ranks #1 (76.9% of the industry book) .
All Filings in PFG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,356,950 | 12,590 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||