Aprio Wealth Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1803519
ATLANTA, GA
Position in PFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$462,714
+$46,540 QoQ
Shares Held
5,135
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Aprio Wealth Management, LLC holds $5,068,915 across 9 Asset Management names. PFG ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
116,409 | $1,480,722 | |
| 2 | BX |
Blackstone Inc.
|
5,968 | $686,260 | |
| 3 | BLK |
BlackRock, Inc.
|
705 | $678,005 | |
| 4 | PFG |
Principal Financial Group Inc
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|
5,135 | $462,714 | |
| 5 | STT |
State Street Corp
|
3,470 | $439,163 | |
| 6 | PDX |
PIMCO Dynamic Income Strategy Fund
|
19,779 | $436,324 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,282 | $375,642 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
5,913 | $282,168 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||