Lloyd Advisory Services, LLC.

Position in PFG — Principal Financial Group Inc

CIK 1802474 SUWANEE, GA

Position in PFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$97,433

+$96,816 QoQ

Shares Held

904

+12814.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#718

of 941 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $348,981 across 12 Asset Management names. PFG ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDX	PIMCO Dynamic Income Strategy Fund	6,053	$126,023
2	PFG	Principal Financial Group Inc This page	904	$97,433
3	IGD	Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	5,203	$31,946
4	BCX	BlackRock Resources & Commodities Strategy Trust	2,084	$23,570
5	BLK	BlackRock, Inc.	18	$17,308
6	TROW	Price T Rowe Group Inc	138	$15,689
7	BX	Blackstone Inc.	126	$14,826
8	AMP	Ameriprise Financial Inc	21	$9,633

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,433	904	+12814.3%	Shares	Sole	2026-08-07
2025-12-31	$617	7	-99.9%	Shares	Sole	2026-02-06
2024-03-31	$955,020	11,065	+1875.9%	Shares	Sole	2024-04-12
2022-03-31	$41,109	560	+4.3%	Shares	Other	2022-05-02
2021-12-31	$38,841	537	+8.5%	Shares	Other	2022-01-26
2021-09-30	$31,878	495	+105.4%	Shares	Other	2021-10-21
2021-06-30	$15,228	241	+77.2%	Shares	Other	2021-08-09
2021-03-31	$8,154	136	0.0%	Shares	Other	2021-05-04
2020-12-31	$6,746	136	0.0%	Shares	Other	2021-02-04
2020-09-30	$5,476	136	—	Shares	Other	2020-10-28
No filing history on record for this holder in this stock.