Quest 10 Wealth Builders, Inc.
Position in PFG — Principal Financial Group Inc
CIK 2035215
Fuquay-Varina, VA
Position in PFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,998
+$5,181 QoQ
Shares Held
334
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#261
of 351 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $222,219 across 13 Asset Management names. PFG ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
511 | $58,095 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
334 | $35,998 | |
| 3 | HYI |
Western Asset High Yield Opportunity Fund Inc.
|
3,008 | $31,975 | |
| 4 | UTG |
Reaves Utility Income Fund
|
687 | $27,974 | |
| 5 | ARCC |
Ares Capital Corp
|
1,217 | $22,551 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
1,077 | $14,011 | |
| 7 | BBDC |
Barings BDC, Inc.
|
1,029 | $8,767 | |
| 8 | BEN |
Franklin Resources Inc
|
184 | $6,121 |
All Filings in PFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,998 | 334 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,817 | 342 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,520 | 346 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,466 | 78 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,195 | 78 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $6,580 | 78 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,972 | 103 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||