Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$285,617
+$44,573 QoQ
Shares Held
2,650
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#585
of 941 holders
Holding Since
Dec 2020
23 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, 2026Kinloch Capital, LLC holds $11,342,727 across 3 Asset Management names. PFG ranks #3 (2.5% of the industry book) .
All Filings in PFG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,617 | 2,650 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,044 | 2,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $235,961 | 2,675 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $221,784 | 2,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,475 | 2,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,689 | 2,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,071 | 2,675 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $229,782 | 2,675 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,483 | 2,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $226,995 | 2,630 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $246,237 | 3,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,579 | 3,130 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237,379 | 3,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,621 | 3,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $262,669 | 3,130 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $225,829 | 3,130 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,052 | 3,130 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $229,773 | 3,130 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $226,392 | 3,130 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $201,572 | 3,130 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $219,901 | 3,480 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $208,660 | 3,480 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $246,809 | 4,975 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||