Position in PFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,124,882
+$364,313 QoQ
Shares Held
19,715
+0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#261
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, 2026Foster Group, Inc. holds $2,328,482 across 2 Asset Management names. PFG ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
19,715 | $2,124,882 | |
| 2 | UTG |
Reaves Utility Income Fund
|
5,000 | $203,600 |
All Filings in PFG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,124,882 | 19,715 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,760,569 | 19,538 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,680,312 | 19,049 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,575,455 | 19,002 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,509,090 | 18,999 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,058,252 | 12,543 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $969,947 | 12,530 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,197,875 | 13,945 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $990,195 | 12,622 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,071,279 | 12,412 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $977,789 | 12,429 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $895,758 | 12,429 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $907,804 | 11,970 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $950,552 | 12,790 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,123,437 | 13,387 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,007,502 | 13,964 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $963,512 | 14,426 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,103,278 | 15,029 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,118,945 | 15,470 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $987,960 | 15,341 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $968,765 | 15,331 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $644,570 | 10,750 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $514,554 | 10,372 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||