Position in PFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,029
New position
Shares Held
158
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#838
of 940 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $466,921 across 33 Asset Management names. PFG ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
1,017 | $93,340 | |
| 2 | MCI |
Barings Corporate Investors
|
5,115 | $89,819 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
3,036 | $77,569 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
2,099 | $39,125 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,076 | $21,798 | |
| 6 | BLK |
BlackRock, Inc.
|
20 | $19,231 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
158 | $17,029 | |
| 8 | HQL |
abrdn Life Sciences Investors
|
697 | $13,946 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,029 | 158 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||