Premier Path Wealth Partners, LLC
Position in PFG — Principal Financial Group Inc
CIK 1999925
MADISON, NJ
Position in PFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$489,213
+$87,864 QoQ
Shares Held
4,539
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#490
of 946 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Premier Path Wealth Partners, LLC holds $7,571,265 across 10 Asset Management names. PFG ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,142 | $3,021,221 | |
| 2 | BX |
Blackstone Inc.
|
6,730 | $791,919 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,568 | $719,335 | |
| 4 | STT |
State Street Corp
|
3,672 | $622,771 | |
| 5 | KKR |
KKR & Co. Inc.
|
6,696 | $614,558 | |
| 6 | TROW |
Price T Rowe Group Inc
|
5,273 | $599,487 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
4,539 | $489,213 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,532 | $299,560 |
All Filings in PFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,213 | 4,539 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $401,349 | 4,454 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $413,616 | 4,689 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $400,786 | 4,834 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $414,386 | 5,217 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $455,513 | 5,399 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $421,807 | 5,449 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $479,665 | 5,584 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $493,136 | 6,286 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $548,931 | 6,360 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $502,543 | 6,388 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||