Wealthcare Capital Partners, LLC

Position in PFG — Principal Financial Group Inc

CIK 2053307 WEST CHESTER, PA

Position in PFG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$207,045

New position

Shares Held

1,921

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#673

of 941 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Capital Partners, LLC holds $3,610,189 across 4 Asset Management names. PFG ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	14,905	$1,753,871
2	TROW	Price T Rowe Group Inc	9,565	$1,087,444
3	ARCC	Ares Capital Corp	30,320	$561,829
4	PFG	Principal Financial Group Inc This page	1,921	$207,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,045	1,921	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.