Private Wealth Management Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 2011342
PRINCETON, NJ
Position in PFG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$13,156
+$278 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Private Wealth Management Group, LLC holds $229,624 across 30 Asset Management names. PFG ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
323 | $37,141 | |
| 2 | BLK |
BlackRock, Inc.
|
38 | $36,544 | |
| 3 | STT |
State Street Corp
|
246 | $31,133 | |
| 4 | GSBD |
Goldman Sachs BDC, Inc.
|
2,115 | $18,781 | |
| 5 | TROW |
Price T Rowe Group Inc
|
146 | $13,160 | |
| 6 | PFG |
Principal Financial Group Inc
This page
|
146 | $13,156 | |
| 7 | RJF |
Raymond James Financial Inc
|
62 | $8,976 | |
| 8 | FHI |
Federated Hermes, Inc.
|
111 | $6,294 |
All Filings in PFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,156 | 146 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,878 | 146 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,104 | 146 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,517 | 145 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $13,583 | 161 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,463 | 161 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,829 | 161 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,630 | 161 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,895 | 161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,665 | 161 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||