Oakmont Advisory Group, LLC
Position in PFG — Principal Financial Group Inc
CIK 2115370
ALBUQUERQUE, NM
Position in PFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,573
New position
Shares Held
228
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Oakmont Advisory Group, LLC holds $793,993 across 9 Asset Management names. PFG ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
3,151 | $358,237 | |
| 2 | IVZ |
Invesco Ltd.
|
16,177 | $333,686 | |
| 3 | BX |
Blackstone Inc.
|
245 | $28,829 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
228 | $24,573 | |
| 5 | STT |
State Street Corp
|
264 | $15,312 | |
| 6 | BLK |
BlackRock, Inc.
|
14 | $13,461 | |
| 7 | AMP |
Ameriprise Financial Inc
|
23 | $10,551 | |
| 8 | ARES |
Ares Management Corp
|
52 | $5,788 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,573 | 228 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||