Position in SAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,072,000
-$888,806 QoQ
Shares Held
17,353
+0.9% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $35,695,234 across 3 Beverages - Brewers names. SAM ranks #3 (8.6% of the industry book) .
All Filings in SAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,072,000 | 17,353 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,960,806 | 17,191 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,229,595 | 16,551 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,717,397 | 17,583 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,568,146 | 18,700 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,755,782 | 19,912 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $5,949,503 | 19,833 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,904,238 | 20,420 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $9,295,178 | 30,471 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,831,263 | 35,580 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $12,073,185 | 34,935 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $13,716,519 | 35,213 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $10,982,622 | 35,607 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $12,281,546 | 37,364 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $12,277,585 | 37,259 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,010,327 | 37,109 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $11,302,597 | 37,306 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,401,515 | 31,924 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $16,301,092 | 32,273 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $16,767,716 | 32,894 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $33,569,008 | 32,885 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $38,625,085 | 32,020 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $27,455,329 | 27,613 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $24,266,782 | 27,471 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $16,173,020 | 30,137 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $12,988,099 | 35,336 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||