Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,701,953
New position
Shares Held
15,791
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#296
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026STANCE CAPITAL LLC holds $4,090,311 across 8 Asset Management names. PFG ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
10,393 | $1,806,719 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
15,791 | $1,701,953 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
8,635 | $337,196 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
8,771 | $181,296 | |
| 5 | BEN |
Franklin Resources Inc
|
700 | $23,289 | |
| 6 | STT |
State Street Corp
|
100 | $16,960 | |
| 7 | BX |
Blackstone Inc.
|
100 | $11,767 | |
| 8 | ARES |
Ares Management Corp
|
100 | $11,131 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,953 | 15,791 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||