Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,582
New position
Shares Held
750
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Trask Adam Roland holds $288,559 across 6 Asset Management names. PFG ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
14,000 | $166,320 | |
| 2 | PFG |
Principal Financial Group Inc
This page
|
750 | $67,582 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
5,000 | $25,500 | |
| 4 | DXYZ |
Destiny Tech100 Inc.
|
640 | $17,139 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
500 | $7,140 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
200 | $4,878 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,582 | 750 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||