OpenArc Corporate Advisory, LLC
Position in PFG — Principal Financial Group Inc
CIK 2111345
ATLANTA, GA
Position in PFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,504,296
+$35,335 QoQ
Shares Held
16,694
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OpenArc Corporate Advisory, LLC holds $20,262,613 across 23 Asset Management names. PFG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,231 | $6,954,125 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
127,056 | $3,009,956 | |
| 3 | BX |
Blackstone Inc.
|
18,535 | $2,131,339 | |
| 4 | PFG |
Principal Financial Group Inc
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|
16,694 | $1,504,296 | |
| 5 | STT |
State Street Corp
|
6,974 | $882,629 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
18,792 | $760,512 | |
| 7 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
28,010 | $738,903 | |
| 8 | KKR |
KKR & Co. Inc.
|
6,665 | $616,512 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,504,296 | 16,694 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,468,961 | 16,653 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||