West Financial Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1843684
DES MOINES, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$162,855
+$117 QoQ
Shares Held
1,511
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#220
of 351 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, 2026West Financial Advisors, LLC holds $277,991 across 9 Asset Management names. PFG ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
1,511 | $162,855 | |
| 2 | TROW |
Price T Rowe Group Inc
|
736 | $83,675 | |
| 3 | BX |
Blackstone Inc.
|
176 | $20,709 | |
| 4 | APO |
Apollo Global Management, Inc.
|
46 | $5,442 | |
| 5 | PNNT |
Pennantpark Investment Corp
|
404 | $1,401 | |
| 6 | SAR |
Saratoga Investment Corp.
|
57 | $1,271 | |
| 7 | BEN |
Franklin Resources Inc
|
31 | $1,031 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
57 | $898 |
All Filings in PFG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,855 | 1,511 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $162,738 | 1,806 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $159,307 | 1,806 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $149,735 | 1,806 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $145,356 | 1,830 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $157,771 | 1,870 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $144,756 | 1,870 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $210,369 | 2,449 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $190,711 | 2,431 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $212,495 | 2,462 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $193,685 | 2,462 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $181,256 | 2,515 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $191,496 | 2,525 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $131,620 | 1,771 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $153,237 | 1,826 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $134,343 | 1,862 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $111,405 | 1,668 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $133,092 | 1,813 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $122,093 | 1,688 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $108,707 | 1,688 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $26,160 | 414 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $35,916 | 599 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $20,538 | 414 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||