CORA CAPITAL ADVISORS LLC

Position in PFG — Principal Financial Group Inc

CIK 1964530 MARLTON, NJ

Position in PFG

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

Position Value

$258,779

+$42,425 QoQ

Shares Held

2,401

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CORA CAPITAL ADVISORS LLC holds $1,505,512 across 4 Asset Management names. PFG ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	4,522	$577,730
2	TY	TRI-CONTINENTAL Corp	12,165	$418,719
3	PFG	Principal Financial Group Inc This page	2,401	$258,779
4	BX	Blackstone Inc.	2,127	$250,284

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,779	2,401	0.0%	Shares	Sole	2026-07-24
2026-03-31	$216,354	2,401	0.0%	Shares	Sole	2026-04-17
2025-12-31	$211,792	2,401	-16.6%	Shares	Sole	2026-01-28
2023-06-30	$218,267	2,878	—	Shares	Sole	2023-07-18
No filing history on record for this holder in this stock.