Forty-three Eighteen Advisors, LLC

Position in PFG — Principal Financial Group Inc

CIK 2116323 BENTONVILLE, AR

Position in PFG

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

Position Value

$1,344,124

New position

Shares Held

12,471

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#321

of 941 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forty-three Eighteen Advisors, LLC holds $4,071,979 across 4 Asset Management names. PFG ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc	66,901	$2,225,796
2	PFG	Principal Financial Group Inc This page	12,471	$1,344,124
3	BX	Blackstone Inc.	2,525	$297,116
4	UTG	Reaves Utility Income Fund	5,033	$204,943

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,344,124	12,471	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.