Nilsine Partners, LLC

Position in PFG — Principal Financial Group Inc

CIK 1913043 GREENWOOD VILLAGE, CO

Position in PFG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$260,396

+$55,847 QoQ

Shares Held

2,416

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#611

of 941 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Nilsine Partners, LLC holds $7,151,549 across 8 Asset Management names. PFG ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,100	$2,980,836
2	RJF	Raymond James Financial Inc	14,060	$2,137,541
3	SEIC	Sei Investments Co	6,750	$592,042
4	TROW	Price T Rowe Group Inc	4,083	$464,196
5	BX	Blackstone Inc.	2,255	$265,345
6	PFG	Principal Financial Group Inc This page	2,416	$260,396
7	APO	Apollo Global Management, Inc.	2,153	$254,721
8	OCSL	Oaktree Specialty Lending Corp	16,455	$196,472

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,396	2,416	+6.4%	Shares	Sole	2026-07-24
2026-03-31	$204,549	2,270	-49.3%	Shares	Sole	2026-04-29
2025-06-30	$355,766	4,479	-2.5%	Shares	Sole	2025-07-31
2025-03-31	$387,595	4,594	-3.1%	Shares	Sole	2025-04-22
2024-12-31	$367,155	4,743	+12.7%	Shares	Sole	2025-01-22
2024-09-30	$361,381	4,207	+5.9%	Shares	Sole	2024-10-30
2024-06-30	$311,760	3,974	+7.1%	Shares	Sole	2024-07-31
2024-03-31	$320,210	3,710	+12.9%	Shares	Sole	2024-04-22
2023-12-31	$258,588	3,287	+10.3%	Shares	Sole	2024-01-24
2023-09-30	$214,768	2,980	+0.3%	Shares	Sole	2023-11-01
2023-06-30	$225,320	2,971	+0.7%	Shares	Sole	2023-07-21
2023-03-31	$219,169	2,949	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.