Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,124,723
+$4,661,837 QoQ
Shares Held
47,548
+751.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#177
of 948 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Derivatives in PFG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$269,984
PutShares
3,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026TUDOR INVESTMENT CORP ET AL holds $183,456,499 across 25 Asset Management names. PFG ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
69,430 | $31,851,706 | |
| 2 | TROW |
Price T Rowe Group Inc
|
232,640 | $26,448,841 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
2,722,261 | $23,819,783 | |
| 4 | BLK |
BlackRock, Inc.
|
17,000 | $16,346,520 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
385,102 | $13,297,572 | |
| 6 | KKR |
KKR & Co. Inc.
|
135,472 | $12,433,620 | |
| 7 | HLNE |
Hamilton Lane INC
|
114,717 | $9,043,141 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
97,767 | $8,218,294 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,124,723 | 47,548 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $462,886 | 5,583 | Shares | Defined | 2025-12-09 | |
| 2025-06-30 | $15,551,520 | 195,789 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $269,984 | 3,200 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $425,522 | 5,497 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $232,230 | 3,000 | Put | Defined | 2025-02-14 | |
| 2024-06-30 | $9,223,209 | 117,568 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,307,398 | 362,732 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $259,611 | 3,300 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $259,611 | 3,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $21,499,881 | 273,292 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,502,573 | 131,852 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $204,768 | 2,700 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $1,345,563 | 18,105 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $735,768 | 9,900 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $646,584 | 8,700 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $637,792 | 7,600 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $939,904 | 11,200 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $447,330 | 6,200 | Call | Defined | 2022-11-14 | |
| 2022-03-31 | $4,645,678 | 63,284 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $260,388 | 3,600 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $373,520 | 5,800 | Put | Defined | 2021-11-17 | |
| 2021-09-30 | $315,560 | 4,900 | Call | Defined | 2021-11-17 | |
| 2020-12-31 | $410,621 | 8,277 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $663,393 | 15,970 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,421,080 | 45,344 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||