Position in PFG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$38,206
+$5,385 QoQ
Shares Held
424
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $1,685,821 across 6 Asset Management names. PFG ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
132,545 | $1,488,480 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
9,783 | $119,156 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
424 | $38,206 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
2,936 | $36,200 | |
| 5 | BX |
Blackstone Inc.
|
20 | $2,299 | |
| 6 | KKR |
KKR & Co. Inc.
|
16 | $1,480 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,206 | 424 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $32,821 | 424 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||