Position in PFG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$129,758
+$2,736 QoQ
Shares Held
1,440
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Nemes Rush Group LLC holds $11,104,365 across 23 Asset Management names. PFG ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
67,475 | $9,769,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,110 | $287,675 | |
| 3 | ARES |
Ares Management Corp
|
2,229 | $243,183 | |
| 4 | BLK |
BlackRock, Inc.
|
213 | $204,844 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
14,097 | $143,366 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
1,440 | $129,758 | |
| 7 | STEW |
SRH Total Return Fund, Inc.
|
3,826 | $65,424 | |
| 8 | BX |
Blackstone Inc.
|
529 | $60,829 |
All Filings in PFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,758 | 1,440 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $127,022 | 1,440 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $118,395 | 1,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $113,426 | 1,428 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $136,679 | 1,620 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $125,404 | 1,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $129,193 | 1,504 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $117,988 | 1,504 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $129,810 | 1,504 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $118,477 | 1,506 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $164,103 | 2,277 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $430,240 | 5,673 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||