Paladin Partners, LLC

Position in PFG — Principal Financial Group Inc

CIK 2141570 HARTLAND, WI

Position in PFG

as of Mar 31, 2026 · filed Jun 25, 2026 Compact

Position Value

$224,373

+$4,731 QoQ

Shares Held

2,490

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Paladin Partners, LLC holds $392,982 across 5 Asset Management names. PFG ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc This page	2,490	$224,373
2	PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	5,930	$114,982
3	UTG	Reaves Utility Income Fund	969	$38,062
4	STT	State Street Corp	85	$10,757
5	BLK	BlackRock, Inc.	5	$4,808

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$224,373	2,490	0.0%	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.