Root Financial Partners, LLC
Position in PFG — Principal Financial Group Inc
CIK 1977181
ENCINITAS, CA
Position in PFG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$100,202
+$16,315 QoQ
Shares Held
1,112
+16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Root Financial Partners, LLC holds $3,559,814 across 103 Asset Management names. PFG ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
18,318 | $874,134 | |
| 2 | BLK |
BlackRock, Inc.
|
449 | $431,807 | |
| 3 | AMP |
Ameriprise Financial Inc
|
822 | $365,296 | |
| 4 | INV |
Innventure, Inc.
|
44,485 | $173,936 | |
| 5 | NTRS |
Northern Trust Corp
|
1,157 | $161,482 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
3,995 | $141,582 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
1,112 | $100,202 | |
| 8 | PSLV |
Sprott Physical Silver Trust
|
3,000 | $73,170 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,202 | 1,112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $83,887 | 951 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $81,251 | 980 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||