Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$48,393
+$7,934 QoQ
Shares Held
449
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#760
of 941 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Derivatives in PFG
reported options exposure · as of Dec 31, 2022CallValue
$37,680
CallShares
449
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Paladin Advisory Group, LLC holds $53,491 across 3 Asset Management names. PFG ranks #1 (90.5% of the industry book) .
All Filings in PFG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,393 | 449 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $40,459 | 449 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $39,606 | 449 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $37,226 | 449 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $35,664 | 449 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $37,882 | 449 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $34,757 | 449 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $38,569 | 449 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $35,224 | 449 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $38,753 | 449 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $35,322 | 449 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $32,359 | 449 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $34,052 | 449 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $33,369 | 449 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $37,680 | 449 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $32,395 | 449 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $29,988 | 449 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $57,480 | 783 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $56,634 | 783 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||