Position in PFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$359
+$85 QoQ
Shares Held
992
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#936
of 941 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Y.D. More Investments Ltd holds $358,981 across 14 Asset Management names. PFG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,278 | $211,995 | |
| 2 | BLK |
BlackRock, Inc.
|
97 | $93,271 | |
| 3 | APO |
Apollo Global Management, Inc.
|
297 | $35,138 | |
| 4 | ARES |
Ares Management Corp
|
136 | $15,138 | |
| 5 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
97 | $1,589 | |
| 6 | BEN |
Franklin Resources Inc
|
4,988 | $557 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,195 | $456 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
992 | $359 |
All Filings in PFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359 | 992 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $274 | 961 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $328 | 1,187 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $393 | 1,566 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $46 | 196 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $68 | 301 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $56 | 266 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $28 | 123 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $24 | 117 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||