Position in PFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$305,448
+$50,708 QoQ
Shares Held
2,834
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#569
of 941 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OFS Enterprise LLC holds $582,080 across 2 Asset Management names. PFG ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
2,834 | $305,448 | |
| 2 | AMP |
Ameriprise Financial Inc
|
603 | $276,632 |
All Filings in PFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,448 | 2,834 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $254,740 | 2,827 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||