Position in PFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$268,372
+$43,999 QoQ
Shares Held
2,490
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#606
of 948 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Paladin Partners, LLC holds $2,370,920 across 6 Asset Management names. PFG ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,975 | $1,899,081 | |
| 2 | PFG |
Principal Financial Group Inc
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|
2,490 | $268,372 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
5,930 | $119,370 | |
| 4 | UTG |
Reaves Utility Income Fund
|
969 | $39,457 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
3,271 | $30,224 | |
| 6 | STT |
State Street Corp
|
85 | $14,416 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,372 | 2,490 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $224,373 | 2,490 | Shares | Sole | 2026-06-25 | |
| 2025-12-31 | $219,642 | 2,490 | Shares | Sole | 2026-06-25 | |
| No filing history on record for this holder in this stock. | ||||||