Position in PFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,868,133
+$1,687,332 QoQ
Shares Held
26,611
+103.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#228
of 941 holders
Holding Since
Dec 2025
3 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, 2026VCI Wealth Management LLC holds $2,868,133 across 1 Asset Management name. PFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
26,611 | $2,868,133 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,868,133 | 26,611 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,180,801 | 13,104 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,650,497 | 18,711 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||