Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,382
+$6,342 QoQ
Shares Held
152
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#843
of 941 holders
Holding Since
Mar 2020
21 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, 2026WEST PACES ADVISORS INC. holds $1,808,660 across 15 Asset Management names. PFG ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,008 | $870,590 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,711 | $439,048 | |
| 3 | BLK |
BlackRock, Inc.
|
180 | $173,080 | |
| 4 | ARES |
Ares Management Corp
|
1,214 | $135,130 | |
| 5 | BX |
Blackstone Inc.
|
595 | $70,013 | |
| 6 | AMP |
Ameriprise Financial Inc
|
138 | $63,308 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
152 | $16,382 | |
| 8 | KKR |
KKR & Co. Inc.
|
105 | $9,636 |
All Filings in PFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,382 | 152 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $10,040 | 119 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,470 | 19 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,632 | 19 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,490 | 19 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,639 | 19 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,888 | 24 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,369 | 19 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,440 | 19 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $1,412 | 19 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $1,594 | 19 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $1,370 | 19 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $1,269 | 19 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $1,394 | 19 | Shares | Sole | 2023-12-19 | |
| 2021-09-30 | $7,728 | 120 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $7,582 | 120 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $7,195 | 120 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $5,953 | 120 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $4,832 | 120 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $4,984 | 120 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $3,760 | 120 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||