YANKCOM Partnership

Position in PFG — Principal Financial Group Inc

CIK 2036975 Yankton, SD

Position in PFG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$26,729

+$1,318 QoQ

Shares Held

248

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#796

of 941 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YANKCOM Partnership holds $3,262,364 across 5 Asset Management names. PFG ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	4,541	$2,083,227
2	BX	Blackstone Inc.	7,433	$874,639
3	KKR	KKR & Co. Inc.	2,115	$194,114
4	BLK	BlackRock, Inc.	87	$83,655
5	PFG	Principal Financial Group Inc This page	248	$26,729

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,729	248	-12.1%	Shares	Sole	2026-07-21
2026-03-31	$25,411	282	0.0%	Shares	Sole	2026-04-20
2025-12-31	$24,875	282	0.0%	Shares	Sole	2026-01-20
2025-09-30	$23,380	282	+13.7%	Shares	Sole	2025-10-20
2025-06-30	$19,698	248	0.0%	Shares	Sole	2025-08-12
2025-03-31	$20,923	248	0.0%	Shares	Sole	2025-04-29
2024-12-31	$19,197	248	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.