KAVAR CAPITAL PARTNERS GROUP, LLC
Position in PFG — Principal Financial Group Inc
CIK 1841766
LEAWOOD, KS
Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$256,839
+$44,180 QoQ
Shares Held
2,383
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#165
of 321 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names. PFG ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,839 | 2,383 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $212,659 | 2,360 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $208,175 | 2,360 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||