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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

934 managers (961 13F filers) reported a position in PFG shares at 2026-06-30, 170,635,941 shares in all. 104 filers opened a position and 56 filers sold out during the quarter.

Managers
934
13F filers
961
New
104
Added
393
Reduced
273
Sold out
56
Shares held by filers
170,635,941

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Nilsine Partners, LLC2,416$260K0.02%+14613F-HRTimeline
SMITH, MOORE & CO.2,412$260K0.02%013F-HRTimeline
HUB Investment Partners, LLC2,410$260K<0.01%+15113F-HRTimeline
Composition Wealth, LLC2,408$260K<0.01%+6613F-HRTimeline
CORA CAPITAL ADVISORS LLC2,401$259K0.07%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,386$257K0.06%new13F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC2,383$257K0.03%+2313F-HRTimeline
PRIVATE TRUST CO NA2,375$256K0.02%+49913F-HRTimeline
Plus Group Wealth Advisors LLC2,373$256K0.24%new13F-HRTimeline
Acropolis Investment Management, LLC2,338$252K0.01%+213F-HR/ATimeline
Simplicity Wealth,LLC2,330$251K0.01%-4613F-HRTimeline
AUXIER ASSET MANAGEMENT LLC2,322$250K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,321$250K0.01%-80913F-HRTimelineGroup
Koshinski Asset Management, Inc.2,306$249K0.01%+113F-HRTimeline
DIVERSIFIED TRUST CO2,302$248K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,300$248K0.02%+113F-HRTimeline
Rothschild Wealth LLC2,282$246K0.02%+2813F-HRTimeline
INTRUST BANK NA2,275$245K0.02%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,262$244K<0.01%-13813F-HRTimelineGroup
Trust Asset Management LLC2,257$243K0.02%-9513F-HR/ATimeline
Kane Co Wealth Management, Inc.2,442$243K0.18%-67613F-HRTimeline
Clarity Asset Management, Inc.2,245$242K0.12%+11213F-HRTimeline
ROCKLAND TRUST CO2,243$242K0.01%-78413F-HRTimeline
Fisher Asset Management, LLC2,241$242K<0.01%new13F-HRTimeline
Annex Advisory Services, LLC2,237$241K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC2,198$237K<0.01%-13113F-HRTimeline
Syverson Strege & Co2,188$236K0.05%new13F-HRTimeline
FJ Capital Management LLC2,181$235K0.03%new13F-HRTimeline
PFG Investments, LLC2,178$235K0.01%new13F-HRTimeline
Pure Financial Advisors, LLC2,178$235K<0.01%new13F-HRTimeline
Soltis Investment Advisors LLC2,178$235K0.01%new13F-HRTimeline
World Investment Advisors2,556$234K<0.01%+1613F-HRTimeline
Park Place Capital Corp2,172$234K0.04%+44013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,096$231K0.03%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,135$230K0.03%new13F-HRTimeline
Employees Retirement System of Texas2,126$229K<0.01%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,116$228K0.03%new13F-HRTimeline
RFG Advisory, LLC2,114$228K<0.01%new13F-HRTimeline
Private Wealth Advisors, LLC2,106$227K0.07%new13F-HRTimeline
Independent Wealth Network Inc.2,083$224K0.06%new13F-HRTimeline
Sigma Planning Corp2,062$222K0.01%new13F-HRTimeline
71 West Capital Partners2,057$222K0.01%new13F-HRTimeline
Lantz Financial LLC2,055$221K0.04%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,055$221K0.05%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,033$219K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC2,030$219K<0.01%+1,05813F-HRTimeline
Murphy Pohlad Asset Management LLC2,027$219K0.08%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,026$218K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.2,020$218K<0.01%+5513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,010$217K<0.01%+1,84513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC2,008$216K0.01%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,000$216K<0.01%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC2,000$216K<0.01%-40213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,000$215K<0.01%-1,52513F-HRTimelineGroup
Allen Capital Group, LLC1,996$215K0.02%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,993$215K0.06%new13F-HRTimeline
Parallel Advisors, LLC1,984$214K<0.01%+9213F-HRTimeline
SageView Advisory Group, LLC1,982$214K0.01%-28313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,982$213K0.03%new13F-HRTimelineGroup
Miramar Capital, LLC1,975$213K0.05%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,968$212K0.01%new13F-HRTimeline
J.M. Arbour, LLC1,940$209K0.18%new13F-HRTimeline
PDS Planning, Inc1,926$208K0.01%new13F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …1,921$207K0.09%new13F-HRTimelineGroup
EADS & HEALD WEALTH MANAGEMENT1,911$206K0.1%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,903$205K0.02%+313F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,896$204K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,889$204K0.02%new13F-HRTimeline
BOS Asset Management, LLC1,887$203K0.05%new13F-HRTimeline
WNY Asset Management, LLC1,879$203K0.02%new13F-HRTimeline
Engineers Gate Manager LP1,876$202K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,869$202K<0.01%-3813F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC1,868$201K0.01%new13F-HRTimeline
Kathmere Capital Management, LLC1,863$201K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,854$200K0.01%013F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,804$194K0.02%-1,34813F-HRTimeline
Silvant Capital Management LLC1,747$188K0.01%013F-HRTimeline
CENTRAL TRUST Co1,720$185K<0.01%+613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,704$184K0.01%013F-HRTimeline
Manchester Capital Management LLC1,668$180K0.02%-1213F-HRTimeline
Private Wealth Asset Management, LLC1,659$179K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,601$173K0.01%+58313F-HRTimeline
AlphaCentric Advisors LLC1,556$168K0.14%+9413F-HRTimeline
LGT Financial Advisors LLC1,547$167K0.88%013F-HRTimeline
West Financial Advisors, LLC1,511$163K0.02%-29513F-HRTimeline
Nemes Rush Group LLC1,440$155K0.01%013F-HRTimeline
JNBA Financial Advisors1,432$154K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,410$153K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,404$151K<0.01%+7413F-HRTimeline
Essential Partners LLC1,394$150K0.07%+7313F-HRTimeline
CVA Family Office, LLC1,302$140K0.01%+3313F-HRTimeline
Versant Capital Management, Inc1,293$139K0.01%-3813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,290$139K0.01%+613F-HRTimeline
Quent Capital, LLC1,276$138K0.01%-13913F-HRTimeline
Capital Advisors, Ltd. LLC1,202$130K0.01%013F-HRTimeline
RMG Wealth Management LLC1,060$121K0.01%+113F-HRTimeline
GHP Investment Advisors, Inc.1,099$118K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,096$118K0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,080$116K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,066$115K<0.01%-713F-HRTimelineGroup
Geneos Wealth Management Inc.1,042$112K<0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators1,029$111K0.04%-5013F-HRTimeline
Key Capital Management, INC1,012$109K0.06%-28813F-HRTimeline
Pingora Partners LLC1,000$108K0.06%013F-HRTimeline
CITY HOLDING CO964$104K0.01%+43913F-HRTimeline
Pinnacle Bancorp, Inc.951$102K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…950$102K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.930$100K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.904$97.5K0.04%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners878$94.6K0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.844$91K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC819$88.3K0.01%+25913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.769$82.9K0.01%new13F-HRTimeline
Burnham & Co LLC750$80.8K0.07%13F-HRTimeline
BOKF, NAin group BOKF, NA742$80K<0.01%+5913F-HRTimelineGroup
Princeton Global Asset Management LLC742$80K0.01%+31213F-HRTimeline
OSSIAM686$73.9K<0.01%+22113F-HRTimeline
Cromwell Holdings LLC674$72.6K0.03%+3213F-HRTimeline
Vermillion Wealth Management, Inc.673$72.5K0.02%+52613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$70.1K<0.01%013F-HRTimelineGroup
PARK NATIONAL CORP /OH/641$69.1K<0.01%-10013F-HRTimeline
Security National Bank631$68K0.01%-32913F-HRTimeline
Keating Financial Advisory Services, In…622$67.1K0.01%+8613F-HRTimeline
FINANCIAL CONSULATE, INC614$66.2K0.01%+3913F-HRTimeline
Cassaday & Co Wealth Management LLC608$65.5K<0.01%+113F-HRTimeline
FIRST HORIZON CORP593$63.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…585$63.7K<0.01%+15513F-HRTimeline
IFG Advisory, LLC587$63.3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.583$63K0.02%013F-HRTimeline
GeoWealth Management, LLC584$62.9K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust578$62.3K<0.01%+3113F-HRTimeline
Dynamic Wealth Strategies, LLC577$62.2K0.03%+1913F-HRTimeline
Legacy Bridge, LLC570$61.4K0.02%013F-HRTimeline
Winch Advisory Services, LLC564$60.8K0.01%+313F-HRTimeline
BFSG, LLC562$60.6K0.01%-5613F-HRTimeline
Blue Trust, Inc.553$59.6K<0.01%-36813F-HRTimeline
STILWELL VALUE LLCin group STILWELL VALUE LLC547$59K0.03%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC547$59K<0.01%+113F-HRTimeline
MOTCO539$58.1K<0.01%+413F-HRTimeline
CYBER HORNET ETFs LLC535$57.7K0.03%-1413F-HRTimeline
Financial Perspectives, Inc535$57.7K0.01%+29713F-HRTimeline
True Wealth Design, LLC515$55.5K0.01%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP511$55.1K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC504$54.3K0.03%new13F-HRTimeline
Navigoe, LLC497$53K0.03%+913F-HRTimeline
MassMutual Private Wealth & Trust, FSB485$52.3K<0.01%+2413F-HRTimeline
Clean Yield Group484$52.2K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.484$52.2K0.01%013F-HRTimeline
North Star Investment Management Corp.478$51.5K<0.01%+20113F-HRTimeline
Pflug Koory, LLC473$51K0.02%013F-HRTimeline
Wilkerson Advisory Group LLC470$50.7K0.02%+4813F-HRTimeline
Fortis Group Advisors, LLC458$49.4K0.01%013F-HRTimeline
Paladin Advisory Group, LLC449$48.4K0.03%013F-HRTimeline
SJS Investment Consulting Inc.436$47K0.01%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.423$45.6K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department422$45.5K0.01%013F-HRTimelineGroup
Covestor Ltd418$45K0.03%+6713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST417$44.9K<0.01%+6813F-HRTimeline
LANARK FINANCIAL, INC.416$44.8K<0.01%+1113F-HRTimeline
Anchor Investment Management, LLC414$44.6K<0.01%013F-HRTimeline
Gould Capital, LLC408$44K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P397$42.8K<0.01%new13F-HRTimelineGroup
MILLER WEALTH ADVISORS, LLC396$42.7K0.02%013F-HR/ATimeline
Owl Creek Wealth Partners LLC395$42.6K0.01%+1013F-HRTimeline
MCF Advisors LLC394$42.5K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…381$41.1K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC380$41K0.01%013F-HRTimeline
TD Capital Management LLC369$39.8K<0.01%+213F-HRTimeline
Quarry LP368$39.7K0.01%new13F-HRTimeline
Rossby Financial, LCC367$39.6K0.01%-34013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$39.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC360$38.8K<0.01%+4613F-HRTimeline
Signature Equity Partners, LLC350$37.7K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC349$37.6K0.01%013F-HRTimeline
Bell Investment Advisors, Inc348$37.5K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.334$36K0.03%-813F-HRTimeline
AdvisorNet Financial, Inc325$35K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC320$34.5K0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…310$33.4K0.01%-19013F-HRTimeline
First Pacific Financial305$32.9K<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC302$32.5K0.01%+1713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$32.3K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.300$32.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…295$31.8K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC293$31.6K0.02%013F-HRTimeline
Creative Capital Management Investments…283$30.5K0.01%+4913F-HRTimeline
HOERTKORN RICHARD CHARLES272$29.3K0.02%013F-HRTimeline
GW&K Investment Management, LLC265$29K<0.01%+2913F-HRTimeline
First Command Advisory Services, Inc.265$28.6K<0.01%-62813F-HRTimeline
Center for Financial Planning, Inc.264$28.5K<0.01%013F-HRTimeline
YANKCOM Partnership248$26.7K0.01%-3413F-HRTimeline
Fortitude Family Office, LLC248$26.7K0.01%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC247$26.6K<0.01%-8713F-HRTimelineGroup
Salomon & Ludwin, LLC241$26.3K<0.01%013F-HRTimeline
Key Financial Inc240$25.9K<0.01%+2113F-HRTimeline
VALLEY NATIONAL ADVISERS INC239$25.8K<0.01%+413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC239$25.8K<0.01%013F-HRTimelineGroup
Grove Bank & Trust236$25.4K<0.01%013F-HRTimeline
Caldwell Trust Co235$25.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors234$25.2K<0.01%-6913F-HRTimelineGroup