Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,974
+$7,210 QoQ
Shares Held
408
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#766
of 941 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gould Capital, LLC holds $5,439,798 across 16 Asset Management names. PFG ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
202,429 | $2,591,091 | |
| 2 | APO |
Apollo Global Management, Inc.
|
10,950 | $1,295,494 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
69,263 | $878,254 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
28,689 | $347,710 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
9,095 | $141,336 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
6,350 | $70,548 | |
| 7 | PFG |
Principal Financial Group Inc
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|
408 | $43,974 | |
| 8 | EFT |
Eaton Vance Floating-Rate Income Trust
|
3,832 | $41,385 |
All Filings in PFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,974 | 408 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36,764 | 408 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||