POM Investment Strategies, LLC
Position in PFG — Principal Financial Group Inc
CIK 1906322
RALEIGH, NC
Position in PFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,281
+$866 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#899
of 948 holders
Holding Since
Dec 2025
3 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, 2026POM Investment Strategies, LLC holds $29,029 across 7 Asset Management names. PFG ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
750 | $7,357 | |
| 2 | BEN |
Franklin Templeton Inc
|
190 | $6,321 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
49 | $5,281 | |
| 4 | TROW |
Price T Rowe Group Inc
|
31 | $3,524 | |
| 5 | IVZ |
Invesco Ltd.
|
118 | $3,114 | |
| 6 | BX |
Blackstone Inc.
|
21 | $2,471 | |
| 7 | BLK |
BlackRock, Inc.
|
1 | $961 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,281 | 49 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,415 | 49 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,322 | 49 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||