IMG Wealth Management, Inc.
Position in PFG — Principal Financial Group Inc
CIK 2032103
JACKSONVILLE, FL
Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,401
-$3,715 QoQ
Shares Held
13
-77.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#918
of 941 holders
Holding Since
Jun 2025
4 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, 2026IMG Wealth Management, Inc. holds $55,411 across 9 Asset Management names. PFG ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
153 | $14,042 | |
| 2 | APO |
Apollo Global Management, Inc.
|
114 | $13,487 | |
| 3 | BX |
Blackstone Inc.
|
84 | $9,884 | |
| 4 | BLK |
BlackRock, Inc.
|
10 | $9,615 | |
| 5 | STT |
State Street Corp
|
21 | $3,561 | |
| 6 | TROW |
Price T Rowe Group Inc
|
29 | $3,297 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
13 | $1,401 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
1 | $84 |
All Filings in PFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401 | 13 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $5,116 | 58 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,808 | 58 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,606 | 58 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||