BLUELINE ADVISORS LLC

Position in PFG — Principal Financial Group Inc

CIK 2110066 EXETER, NH

Position in PFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$22,202

+$3,640 QoQ

Shares Held

206

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#812

of 941 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BLUELINE ADVISORS LLC holds $402,652 across 3 Asset Management names. PFG ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JFR	Nuveen Floating Rate Income Fund	30,870	$236,772
2	NMZ	Nuveen Municipal High Income Opportunity Fund	13,593	$143,678
3	PFG	Principal Financial Group Inc This page	206	$22,202

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,202	206	0.0%	Shares	Sole	2026-07-27
2026-03-31	$18,562	206	0.0%	Shares	Sole	2026-04-07
2025-12-31	$18,171	206	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.