Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$985,109
+$197,909 QoQ
Shares Held
9,140
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#372
of 941 holders
Holding Since
Sep 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 Jun 30, 2026SYON CAPITAL LLC holds $21,056,562 across 18 Asset Management names. PFG ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWRL |
Powerlaw Corp.
|
446,818 | $6,559,288 | |
| 2 | BLK |
BlackRock, Inc.
|
2,216 | $2,130,816 | |
| 3 | STT |
State Street Corp
|
11,590 | $1,965,664 | |
| 4 | NTRS |
Northern Trust Corp
|
7,662 | $1,331,962 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
23,441 | $1,217,759 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,570 | $1,179,013 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
9,140 | $985,109 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
18,946 | $806,910 |
All Filings in PFG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,109 | 9,140 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $787,200 | 8,736 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $737,700 | 8,363 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $602,755 | 7,270 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $550,847 | 6,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $614,635 | 7,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $498,597 | 6,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $490,317 | 5,708 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $445,046 | 5,673 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $485,234 | 5,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $431,662 | 5,487 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $290,442 | 4,030 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||