Position in PFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$221,703
New position
Shares Held
2,057
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#650
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 202671 West Capital Partners holds $24,967,936 across 8 Asset Management names. PFG ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
23,148 | $22,258,190 | |
| 2 | STT |
State Street Corp
|
3,377 | $572,739 | |
| 3 | APO |
Apollo Global Management, Inc.
|
4,189 | $495,600 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,040 | $477,110 | |
| 5 | BX |
Blackstone Inc.
|
3,750 | $441,262 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,890 | $265,244 | |
| 7 | ARES |
Ares Management Corp
|
2,121 | $236,088 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
2,057 | $221,703 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,703 | 2,057 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||