BANK OF AMERICA CORP /DE/
BankPosition in PFG — Principal Financial Group Inc
CIK 70858
CHARLOTTE, NC
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$741,959,995
-$52,760,821 QoQ
Shares Held
6,884,023
-21.9% QoQ
Ownership
3.19%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 927 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,385,060,737 across 364 Asset Management names. PFG ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,585,356 | $4,409,094,910 | |
| 2 | BX |
Blackstone Inc.
|
11,594,914 | $1,364,373,526 | |
| 3 | ARES |
Ares Management Corp
|
11,855,596 | $1,319,646,388 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,911,799 | $817,734,936 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
6,884,023 | $741,959,995 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,898,444 | $724,919,185 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,864,675 | $420,136,505 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,371,847 | $360,591,897 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,959,995 | 6,884,023 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $794,720,816 | 8,819,452 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $740,887,518 | 8,399,133 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $698,663,000 | 8,426,764 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $982,616,771 | 12,370,852 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $952,272,460 | 11,286,861 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $758,800,221 | 9,802,354 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $956,156,676 | 11,131,044 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $840,739,388 | 10,716,882 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $946,670,862 | 10,968,264 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $832,465,797 | 10,581,744 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $871,819,184 | 12,096,839 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,040,723,498 | 13,722,620 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,233,250,321 | 16,593,788 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,411,972,542 | 16,825,221 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,428,938,322 | 19,805,105 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,299,324,910 | 19,453,884 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,028,250,930 | 14,006,960 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $802,173,474 | 11,090,467 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $81,991,180 | 1,273,155 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $88,514,338 | 1,400,765 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $75,858,152 | 1,265,146 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $50,774,095 | 1,023,465 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $33,902,223 | 841,873 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $36,937,239 | 889,197 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,970,995 | 732,961 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||