Cherry Tree Wealth Management, LLC
Position in PFG — Principal Financial Group Inc
CIK 1985414
MINNETONKA, MN
Position in PFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$720
+$15 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $2,922,578 across 7 Asset Management names. PFG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
28,172 | $2,539,424 | |
| 2 | AMP |
Ameriprise Financial Inc
|
474 | $210,645 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
4,693 | $114,462 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
4,000 | $41,200 | |
| 5 | BLK |
BlackRock, Inc.
|
11 | $10,578 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
151 | $5,549 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
8 | $720 |
All Filings in PFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $720 | 8 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $705 | 8 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $663 | 8 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $635 | 8 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $674 | 8 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $619 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $687 | 8 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $627 | 8 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $690 | 8 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $629 | 8 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $576 | 8 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $606 | 8 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||