Position in PFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$34,602
+$1,171 QoQ
Shares Held
384
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CURIO WEALTH, LLC holds $104,437 across 24 Asset Management names. PFG ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
388 | $34,974 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
384 | $34,602 | |
| 3 | THW |
abrdn World Healthcare Fund
|
1,473 | $17,189 | |
| 4 | FSK |
FS KKR Capital Corp
|
1,145 | $11,656 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
26 | $1,155 | |
| 6 | BLK |
BlackRock, Inc.
|
1 | $961 | |
| 7 | NTRS |
Northern Trust Corp
|
4 | $558 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1 | $444 |
All Filings in PFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,602 | 384 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,431 | 379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,422 | 379 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,103 | 379 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $84 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $29,338 | 379 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||