RMG Wealth Management LLC
Position in PFG — Principal Financial Group Inc
CIK 1844731
PLATTEVILLE, WI
Position in PFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$114,246
+$18,820 QoQ
Shares Held
1,060
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#708
of 941 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $641,594 across 9 Asset Management names. PFG ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
35,765 | $427,390 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
1,060 | $114,246 | |
| 3 | BLK |
BlackRock, Inc.
|
30 | $28,846 | |
| 4 | KKR |
KKR & Co. Inc.
|
288 | $26,432 | |
| 5 | BX |
Blackstone Inc.
|
165 | $19,415 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,816 | $19,067 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7 | $3,211 | |
| 8 | PSEC |
Prospect Capital Corp
|
836 | $1,931 |
All Filings in PFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,246 | 1,060 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $95,426 | 1,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $93,414 | 1,059 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $82,246 | 992 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $78,794 | 992 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||