Position in PFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$80,835
New position
Shares Held
750
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#723
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Burnham & Co LLC holds $132,960 across 5 Asset Management names. PFG ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
750 | $80,835 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
5,000 | $24,950 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
640 | $16,486 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
500 | $6,915 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
200 | $3,774 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,835 | 750 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||