ROBINSON SMITH WEALTH ADVISORS LLC
Position in PFG — Principal Financial Group Inc
CIK 2008554
South Portland, ME
Position in PFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$411,827
+$67,517 QoQ
Shares Held
3,821
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#517
of 940 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, 2026ROBINSON SMITH WEALTH ADVISORS LLC holds $1,303,538 across 4 Asset Management names. PFG ranks #2 (31.6% of the industry book) .
All Filings in PFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,827 | 3,821 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $344,310 | 3,821 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $337,050 | 3,821 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $316,799 | 3,821 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $303,502 | 3,821 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $322,377 | 3,821 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $295,783 | 3,821 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $328,223 | 3,821 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $299,992 | 3,824 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $329,790 | 3,821 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $300,834 | 3,824 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||