Position in PFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$780,219
+$21,133 QoQ
Shares Held
7,239
-14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#404
of 941 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Curat Global, LLC holds $1,187,497 across 3 Asset Management names. PFG ranks #1 (65.7% of the industry book) .
All Filings in PFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,219 | 7,239 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $759,086 | 8,424 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $562,956 | 6,382 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $698,433 | 8,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $669,118 | 8,424 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $517,947 | 6,139 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||