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Equibles

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in PFG — Principal Financial Group Inc

CIK 932974 BOSTON, MA
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$102,391
+$16,787 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#719
of 948 holders
Holding Since
Mar 2020
25 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, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,603,530 across 11 Asset Management names. PFG ranks #8 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 26,533 $4,499,996
2 HASI
HA Sustainable Infrastructure Capital, Inc.
 79,596 $3,108,223
3 BX
Blackstone Inc.
 13,141 $1,546,301
4 KKR
KKR & Co. Inc.
 15,693 $1,440,303
5 BLK
BlackRock, Inc.
 1,434 $1,378,877
6 BAM
Brookfield Asset Management Ltd.
 5,730 $256,990
7 NTRS
Northern Trust Corp
 1,200 $208,608
8 PFG
Principal Financial Group Inc
This page 		950 $102,391

All Filings in PFG

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $102,391 950
2026-03-31 $85,604 950
2025-12-31 $83,799 950
2025-09-30 $78,764 950
2025-06-30 $75,458 950
2025-03-31 $80,151 950
2024-12-31 $73,539 950
2024-09-30 $81,605 950
2024-06-30 $74,527 950
2024-03-31 $81,994 950
2023-12-31 $74,736 950
2023-09-30 $68,466 950
2023-06-30 $72,048 950
2023-03-31 $70,604 950
2022-12-31 $96,675 1,152
2022-09-30 $83,116 1,152
2022-06-30 $76,942 1,152
2022-03-31 $84,568 1,152
2021-12-31 $102,925 1,423
2021-09-30 $91,641 1,423
2021-06-30 $109,508 1,733
2020-12-31 $22,324 450
2020-09-30 $18,121 450
2020-06-30 $18,693 450
2020-03-31 $14,103 450