Richard W. Paul & Associates, LLC
Position in PFG — Principal Financial Group Inc
CIK 1964203
NOVI, MI
Position in PFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,610
+$4,861 QoQ
Shares Held
117
+36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#857
of 941 holders
Holding Since
Mar 2026
2 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, 2026Richard W. Paul & Associates, LLC holds $1,097,274 across 3 Asset Management names. PFG ranks #2 (1.1% of the industry book) .
All Filings in PFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,610 | 117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,749 | 86 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||