Position in PFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$285,401
+$46,790 QoQ
Shares Held
2,648
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#586
of 941 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westmount Partners, LLC holds $2,351,123 across 7 Asset Management names. PFG ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
5,475 | $644,243 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,000 | $591,550 | |
| 3 | PFG |
Principal Financial Group Inc
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|
2,648 | $285,401 | |
| 4 | BLK |
BlackRock, Inc.
|
252 | $242,313 | |
| 5 | TSLX |
Sixth Street Specialty Lending, Inc.
|
13,030 | $223,725 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
661 | $223,682 | |
| 7 | GSBD |
Goldman Sachs BDC, Inc.
|
14,790 | $140,209 |
All Filings in PFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,401 | 2,648 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $238,611 | 2,648 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $233,580 | 2,648 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $219,545 | 2,648 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $212,316 | 2,673 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $226,702 | 2,687 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $208,000 | 2,687 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $230,813 | 2,687 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $210,795 | 2,687 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $231,914 | 2,687 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $211,386 | 2,687 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||