Invst, LLC

Position in PFG — Principal Financial Group Inc

CIK 1867587 INDIANAPOLIS, IN

Position in PFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,849,073

+$309,003 QoQ

Shares Held

17,156

+0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#281

of 941 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $5,294,383 across 5 Asset Management names. PFG ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	17,156	$1,849,073
2	BN	BROOKFIELD Corp /ON/	27,095	$1,153,976
3	BLK	BlackRock, Inc.	1,185	$1,139,448
4	BEN	Franklin Resources Inc	28,051	$933,256
5	BX	Blackstone Inc.	1,858	$218,630

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,849,073	17,156	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$1,540,070	17,091	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.