Position in PFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$215,560
+$5,945 QoQ
Shares Held
2,000
-24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 941 holders
Holding Since
Mar 2020
4 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, 2026Banco Santander, S.A. holds $12,010,395 across 8 Asset Management names. PFG ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
59,549 | $5,223,042 | |
| 2 | BLK |
BlackRock, Inc.
|
3,490 | $3,355,843 | |
| 3 | AMP |
Ameriprise Financial Inc
|
4,337 | $1,989,641 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,354 | $399,610 | |
| 5 | BX |
Blackstone Inc.
|
3,185 | $374,778 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,086 | $246,794 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
2,000 | $215,560 | |
| 8 | ARCC |
Ares Capital Corp
|
11,070 | $205,127 |
All Filings in PFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,560 | 2,000 | Shares | Defined | 2026-07-29 | |
| 2025-06-30 | $209,615 | 2,639 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $222,652 | 2,639 | Shares | Defined | 2025-05-09 | |
| 2020-03-31 | $1,974,420 | 63,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||