Wilkerson Advisory Group LLC
Position in PFG — Principal Financial Group Inc
CIK 2079661
COLUMBIA, MO
Position in PFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,656
+$12,630 QoQ
Shares Held
470
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#226
of 321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $5,947,901 across 15 Asset Management names. PFG ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
404,879 | $5,267,475 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
10,448 | $197,153 | |
| 3 | STT |
State Street Corp
|
544 | $92,262 | |
| 4 | NTRS |
Northern Trust Corp
|
513 | $89,179 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,198 | $66,313 | |
| 6 | BLK |
BlackRock, Inc.
|
55 | $52,885 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
470 | $50,656 | |
| 8 | BX |
Blackstone Inc.
|
322 | $37,889 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,656 | 470 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $38,026 | 422 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,640 | 268 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||