Aprio Wealth Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1803519
ATLANTA, GA
Position in PFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$564,767
+$102,053 QoQ
Shares Held
5,240
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#465
of 946 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aprio Wealth Management, LLC holds $5,583,082 across 10 Asset Management names. PFG ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
105,017 | $1,304,311 | |
| 2 | STT |
State Street Corp
|
4,311 | $731,145 | |
| 3 | BLK |
BlackRock, Inc.
|
746 | $717,323 | |
| 4 | BX |
Blackstone Inc.
|
5,959 | $701,195 | |
| 5 | PFG |
Principal Financial Group Inc
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|
5,240 | $564,767 | |
| 6 | PDX |
PIMCO Dynamic Income Strategy Fund
|
19,779 | $411,798 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,295 | $395,874 | |
| 8 | NTRS |
Northern Trust Corp
|
1,713 | $297,787 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,767 | 5,240 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $462,714 | 5,135 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $416,174 | 4,718 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||