Raleigh Capital Management Inc.
Position in PFG — Principal Financial Group Inc
CIK 1911726
CARY, NC
Position in PFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,167,580
+$464,452 QoQ
Shares Held
10,833
+38.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#342
of 941 holders
Holding Since
Dec 2023
7 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, 2026Raleigh Capital Management Inc. holds $2,078,473 across 12 Asset Management names. PFG ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
10,833 | $1,167,580 | |
| 2 | BLK |
BlackRock, Inc.
|
625 | $600,975 | |
| 3 | BBDC |
Barings BDC, Inc.
|
22,665 | $193,105 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
5,843 | $67,603 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,762 | $29,001 | |
| 6 | TROW |
Price T Rowe Group Inc
|
155 | $17,621 | |
| 7 | BX |
Blackstone Inc.
|
22 | $2,588 | |
| 8 | SEIC |
Sei Investments Co
|
0 | $0 |
All Filings in PFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,580 | 10,833 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $703,128 | 7,803 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $11,766 | 152 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,167 | 130 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,650 | 174 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,651 | 135 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,900 | 75 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||