Position in PFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,017
+$3,446 QoQ
Shares Held
195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#818
of 941 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026UNION SAVINGS BANK holds $1,504,795 across 7 Asset Management names. PFG ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
8,654 | $1,018,316 | |
| 2 | BLK |
BlackRock, Inc.
|
432 | $415,393 | |
| 3 | TROW |
Price T Rowe Group Inc
|
200 | $22,738 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
195 | $21,017 | |
| 5 | STT |
State Street Corp
|
75 | $12,720 | |
| 6 | APO |
Apollo Global Management, Inc.
|
100 | $11,831 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
62 | $2,780 |
All Filings in PFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,017 | 195 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,571 | 195 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $17,200 | 195 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $15,488 | 195 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,452 | 195 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,094 | 195 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $16,750 | 195 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,297 | 195 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $16,830 | 195 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||