J.M. Arbour, LLC

Position in PFG — Principal Financial Group Inc

CIK 2099154 Gardiner, ME

Position in PFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$209,093

New position

Shares Held

1,940

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#671

of 941 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

J.M. Arbour, LLC holds $2,220,436 across 5 Asset Management names. PFG ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTGC	Hercules Capital, Inc.	45,604	$719,175
2	ARCC	Ares Capital Corp	28,708	$531,959
3	GBDC	GOLUB CAPITAL BDC, Inc.	38,364	$494,128
4	DNP	Dnp Select Income Fund Inc	24,660	$266,081
5	PFG	Principal Financial Group Inc This page	1,940	$209,093

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,093	1,940	—	Shares	Defined	2026-08-14
No filing history on record for this holder in this stock.