WNY Asset Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1803296
Williamsville, NY
Position in PFG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$202,518
New position
Shares Held
1,879
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#678
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026WNY Asset Management, LLC holds $10,161,864 across 9 Asset Management names. PFG ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGY |
BlackRock Enhanced International Dividend Trust
|
1,111,575 | $6,380,440 | |
| 2 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
123,433 | $1,252,844 | |
| 3 | BSTZ |
BlackRock Science & Technology Term Trust
|
38,501 | $1,156,185 | |
| 4 | BX |
Blackstone Inc.
|
3,406 | $400,784 | |
| 5 | BLK |
BlackRock, Inc.
|
241 | $231,735 | |
| 6 | HQH |
abrdn Healthcare Investors
|
9,536 | $209,601 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
1,879 | $202,518 | |
| 8 | FDUS |
FIDUS INVESTMENT Corp
|
10,100 | $192,607 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,518 | 1,879 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||