Position in PFG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,544
+$1,237 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#881
of 941 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strive Financial Group ,LLC holds $246,227 across 11 Asset Management names. PFG ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
4,928 | $116,842 | |
| 2 | NTRS |
Northern Trust Corp
|
170 | $29,552 | |
| 3 | FSK |
FS KKR Capital Corp
|
2,611 | $27,415 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
1,695 | $21,255 | |
| 5 | BLK |
BlackRock, Inc.
|
19 | $18,269 | |
| 6 | APO |
Apollo Global Management, Inc.
|
100 | $11,831 | |
| 7 | BX |
Blackstone Inc.
|
92 | $10,825 | |
| 8 | PFG |
Principal Financial Group Inc
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|
70 | $7,544 |
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,544 | 70 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,307 | 70 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,174 | 70 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||