Position in PFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$69,086
+$2,315 QoQ
Shares Held
641
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 941 holders
Holding Since
Jun 2023
13 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, 2026PARK NATIONAL CORP /OH/ holds $28,184,822 across 5 Asset Management names. PFG ranks #5 (0.2% of the industry book) .
All Filings in PFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,086 | 641 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $66,771 | 741 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $245,223 | 2,780 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $231,070 | 2,787 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $221,371 | 2,787 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $235,139 | 2,787 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $215,741 | 2,787 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $238,802 | 2,780 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $218,091 | 2,780 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $239,941 | 2,780 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $229,480 | 2,917 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $220,173 | 3,055 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $231,691 | 3,055 | Shares | Sole | 2023-07-03 | |
| No filing history on record for this holder in this stock. | ||||||