FOURPATH CAPITAL MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1894484
OKLAHOMA CITY, OK
Position in PFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$620,812
+$254,245 QoQ
Shares Held
5,760
+41.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#447
of 941 holders
Holding Since
Sep 2024
3 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, 2026FOURPATH CAPITAL MANAGEMENT, LLC holds $4,748,657 across 4 Asset Management names. PFG ranks #2 (13.1% of the industry book) .
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,812 | 5,760 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $366,567 | 4,068 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $44,925 | 523 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||