HOHIMER WEALTH MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1802533
SEATTLE, WA
Position in PFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,662,058
+$436,612 QoQ
Shares Held
24,699
+0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#242
of 946 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $22,633,816 across 12 Asset Management names. PFG ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
258,804 | $4,883,631 | |
| 2 | BLK |
BlackRock, Inc.
|
4,061 | $3,904,895 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,093 | $3,712,744 | |
| 4 | PFL |
Pimco Income Strategy Fund
|
390,256 | $3,075,217 | |
| 5 | PFG |
Principal Financial Group Inc
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|
24,699 | $2,662,058 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
52,769 | $2,122,896 | |
| 7 | PSUS |
Pershing Square USA, Ltd.
|
35,000 | $1,308,300 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
3,300 | $277,398 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,662,058 | 24,699 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,225,446 | 24,697 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,178,257 | 24,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,076,149 | 25,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,988,768 | 25,038 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,112,202 | 25,035 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,913,884 | 24,724 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,123,791 | 24,724 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $1,939,597 | 24,724 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,133,928 | 24,724 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,967,379 | 25,008 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,802,326 | 25,008 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $1,896,606 | 25,008 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,858,594 | 25,008 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $363,625 | 4,333 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,814,428 | 25,148 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,679,634 | 25,148 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,846,114 | 25,148 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,837,037 | 25,398 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,636,983 | 25,419 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,606,226 | 25,419 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,493,243 | 24,904 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,365,019 | 27,515 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,109,680 | 27,556 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,835,237 | 44,180 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,429,542 | 45,614 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||