Position in PFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,103,236
+$180,871 QoQ
Shares Held
10,236
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#79
of 351 holders
Holding Since
Dec 2022
15 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, 2026Park Edge Advisors, LLC holds $1,354,699 across 2 Asset Management names. PFG ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
10,236 | $1,103,236 | |
| 2 | BTZ |
Blackrock Credit Allocation Income Trust
|
24,605 | $251,463 |
All Filings in PFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,236 | 10,236 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $922,365 | 10,236 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $902,917 | 10,236 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $848,666 | 10,236 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $813,045 | 10,236 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $863,611 | 10,236 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $792,368 | 10,236 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $935,536 | 10,891 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $854,398 | 10,891 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $940,002 | 10,891 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $856,794 | 10,891 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $784,914 | 10,891 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $825,973 | 10,891 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $809,419 | 10,891 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $913,972 | 10,891 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||