Resurgent Financial Advisors LLC

Position in PFG — Principal Financial Group Inc

CIK 1912339 ATLANTA, GA

Position in PFG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$217,525

+$5,645 QoQ

Shares Held

2,414

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Resurgent Financial Advisors LLC holds $2,821,780 across 10 Asset Management names. PFG ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	44,409	$759,837
2	PHYS	Sprott Physical Gold Trust	10,000	$354,400
3	CEF	Sprott Physical Gold & Silver Trust	7,080	$337,857
4	UTG	Reaves Utility Income Fund	8,393	$329,677
5	BX	Blackstone Inc.	2,141	$246,193
6	PFG	Principal Financial Group Inc This page	2,414	$217,525
7	FSK	FS KKR Capital Corp	21,362	$217,465
8	EVG	Eaton Vance Short Duration Diversified Income Fund	12,149	$129,872

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$217,525	2,414	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$211,880	2,402	-3.0%	Shares	Sole	2026-02-12
2025-03-31	$208,984	2,477	-2.2%	Shares	Sole	2025-05-05
2024-09-30	$217,498	2,532	0.0%	Shares	Sole	2024-11-14
2024-03-31	$218,536	2,532	0.0%	Shares	Sole	2024-05-10
2023-12-31	$199,192	2,532	-5.9%	Shares	Sole	2024-02-09
2023-09-30	$193,868	2,690	0.0%	Shares	Sole	2023-11-13
2023-06-30	$204,009	2,690	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$200,069	2,692	+8.5%	Shares	Sole	2023-05-15
2022-12-31	$208,289	2,482	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.