Position in PFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$258,779
+$42,425 QoQ
Shares Held
2,401
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#616
of 941 holders
Holding Since
Jun 2023
4 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, 2026CORA CAPITAL ADVISORS LLC holds $927,782 across 3 Asset Management names. PFG ranks #2 (27.9% of the industry book) .
All Filings in PFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,779 | 2,401 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $216,354 | 2,401 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $211,792 | 2,401 | 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. | ||||||