RICHARDSON FINANCIAL SERVICES INC.

Position in PFG — Principal Financial Group Inc

CIK 2012303 MEDWAY, MA

Position in PFG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$97,318

-$595 QoQ

Shares Held

1,080

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $324,505 across 13 Asset Management names. PFG ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	1,080	$97,318
2	NTRS	Northern Trust Corp	419	$58,479
3	BLK	BlackRock, Inc.	56	$53,855
4	BX	Blackstone Inc.	290	$33,347
5	FHI	Federated Hermes, Inc.	302	$17,126
6	ARCC	Ares Capital Corp	835	$15,046
7	APO	Apollo Global Management, Inc.	103	$11,476
8	RFI	Cohen & Steers Total Return Realty Fund Inc	1,000	$11,140

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$97,318	1,080	-2.7%	Shares	Sole	2026-05-04
2025-12-31	$97,913	1,110	0.0%	Shares	Sole	2026-01-22
2025-09-30	$92,030	1,110	-3.5%	Shares	Sole	2025-10-28
2025-06-30	$91,344	1,150	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$96,181	1,140	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$86,699	1,120	-21.7%	Shares	Sole	2025-01-24
2024-09-30	$122,837	1,430	0.0%	Shares	Sole	2024-10-24
2024-06-30	$112,183	1,430	-9.5%	Shares	Sole	2024-08-12
2024-03-31	$136,368	1,580	+12.9%	Shares	Sole	2024-05-03
2023-12-31	$110,138	1,400	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.