Fortitude Family Office, LLC

Family Office

Position in PFG — Principal Financial Group Inc

CIK 1950506 SCOTTSDALE, AZ

Position in PFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$26,729

+$4,653 QoQ

Shares Held

248

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#216

of 285 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $2,245,401 across 40 Asset Management names. PFG ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	17,723	$1,626,616
2	BLK	BlackRock, Inc.	147	$141,349
3	BX	Blackstone Inc.	802	$94,371
4	AMP	Ameriprise Financial Inc	180	$82,576
5	PFG	Principal Financial Group Inc This page	248	$26,729
6	CRBG	Corebridge Financial, Inc.	879	$25,165
7	RJF	Raymond James Financial Inc	165	$25,084
8	NTRS	Northern Trust Corp	131	$22,773

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,729	248	+1.2%	Shares	Sole	2026-07-20
2026-03-31	$22,076	245	-39.5%	Shares	Sole	2026-04-16
2025-12-31	$35,725	405	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$33,661	406	0.0%	Shares	Sole	2025-10-17
2025-06-30	$32,248	406	-4.7%	Shares	Sole	2025-07-15
2025-03-31	$35,941	426	+40.1%	Shares	Sole	2025-04-16
2024-12-31	$23,532	304	0.0%	Shares	Sole	2025-01-10
2024-09-30	$26,113	304	0.0%	Shares	Sole	2024-10-25
2024-06-30	$23,848	304	0.0%	Shares	Sole	2024-07-10
2024-03-31	$26,238	304	0.0%	Shares	Sole	2024-04-11
2023-12-31	$23,915	304	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.