Glassy Mountain Advisors, Inc.
Position in PFG — Principal Financial Group Inc
CIK 1914617
BETHESDA, MD
Position in PFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$323,340
+$53,010 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#563
of 941 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Glassy Mountain Advisors, Inc. holds $10,466,416 across 3 Asset Management names. PFG ranks #3 (3.1% of the industry book) .
All Filings in PFG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,340 | 3,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $270,330 | 3,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,630 | 3,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $248,730 | 3,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $238,290 | 3,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $253,110 | 3,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $232,230 | 3,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $257,700 | 3,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $235,350 | 3,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $258,930 | 3,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $236,010 | 3,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $216,210 | 3,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $227,520 | 3,000 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $251,760 | 3,000 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $200,370 | 3,000 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $220,230 | 3,000 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||