SAGESPRING WEALTH PARTNERS, LLC
Position in PFG — Principal Financial Group Inc
CIK 2056425
FRANKLIN, TN
Position in PFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$456,857
+$76,937 QoQ
Shares Held
5,070
+17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,470,593 across 18 Asset Management names. PFG ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,204 | $2,119,608 | |
| 2 | BX |
Blackstone Inc.
|
10,401 | $1,196,010 | |
| 3 | KKR |
KKR & Co. Inc.
|
7,635 | $706,237 | |
| 4 | STT |
State Street Corp
|
5,279 | $668,110 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,369 | $608,383 | |
| 6 | NBB |
Nuveen Taxable Municipal Income Fund
|
38,628 | $604,914 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,691 | $522,671 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
5,070 | $456,857 |
All Filings in PFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,857 | 5,070 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $379,920 | 4,307 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $328,406 | 3,961 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $320,500 | 4,035 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $327,439 | 3,881 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $278,598 | 3,599 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||