Laird Norton Wetherby Trust Company, LLC
BankPosition in PFG — Principal Financial Group Inc
CIK 723204
Seattle, WA
Position in PFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$958,499
+$31,943 QoQ
Shares Held
10,637
+1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.7896963429538403.ToString("F0")%
Shared 0.ToString("F0")%
None 99.21030365704617.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $42,705,644 across 20 Asset Management names. PFG ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
542,013 | $19,208,940 | |
| 2 | BLK |
BlackRock, Inc.
|
5,494 | $5,283,634 | |
| 3 | STT |
State Street Corp
|
29,826 | $3,774,777 | |
| 4 | AMP |
Ameriprise Financial Inc
|
6,962 | $3,093,912 | |
| 5 | BX |
Blackstone Inc.
|
17,849 | $2,052,456 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
32,391 | $1,310,863 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
10,637 | $958,499 | |
| 8 | APO |
Apollo Global Management, Inc.
|
8,540 | $951,526 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $958,499 | 10,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $926,556 | 10,504 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||