RFG - Bristol Wealth Advisors, LLC

Position in PFG — Principal Financial Group Inc

CIK 2055104 TAUNTON, MA

Position in PFG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$240,954

+$7,198 QoQ

Shares Held

2,674

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

RFG - Bristol Wealth Advisors, LLC holds $2,861,754 across 5 Asset Management names. PFG ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	7,339	$1,062,613
2	ADX	Adams Diversified Equity Fund, Inc.	38,512	$843,027
3	BLK	BlackRock, Inc.	660	$634,728
4	PFG	Principal Financial Group Inc This page	2,674	$240,954
5	GAB	Gabelli Equity Trust Inc	14,363	$80,432

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$240,954	2,674	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$233,756	2,650	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.