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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

928 managers (955 13F filers) reported a position in PFG shares at 2026-06-30, 170,649,365 shares in all. 103 filers opened a position and 54 filers sold out during the quarter.

Managers
928
13F filers
955
New
103
Added
392
Reduced
273
Sold out
54
Shares held by filers
170,649,365

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
FIDUCIARY FINANCIAL ADVISORS212$22.7K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC208$22.4K0.01%-413F-HRTimeline
BLUELINE ADVISORS LLC206$22.2K0.02%013F-HRTimeline
Planning Strategies Inc.206$22.2K0.01%13F-HRTimeline
Activest Wealth Management205$22.1K<0.01%-1013F-HRTimeline
Axiom Investment Management LLC200$21.6K0.01%013F-HRTimeline
New England Capital Financial Advisors …200$21.6K0.01%013F-HRTimeline
Kentucky Trust Co200$21.6K0.01%013F-HRTimeline
UNION SAVINGS BANK195$21K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC192$20.7K0.01%+213F-HRTimeline
LRI Investments, LLC191$20.6K<0.01%+7913F-HRTimeline
SBI Securities Co., Ltd.190$20.5K<0.01%+1113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management189$20.4K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL189$20.4K<0.01%013F-HRTimeline
EASTERN BANK188$20.3K<0.01%013F-HRTimeline
Marquette Asset Management, LLC188$20.3K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC187$20.2K0.01%013F-HRTimeline
Smithfield Trust Co190$20K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.180$19.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.173$18.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management172$18.5K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.171$18.4K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC169$18.2K<0.01%013F-HRTimeline
Synergy Investment Management, LLC163$17.9K<0.01%+16113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC155$17.5K<0.01%013F-HRTimeline
Sachetta, LLC162$17.5K0.01%+4013F-HRTimeline
Gen-Wealth Partners Inc162$17.5K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC161$17.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC160$17.3K<0.01%-113F-HRTimeline
Buck Wealth Strategies, LLC158$17K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC158$17K0.01%013F-HRTimeline
TRUST CO OF VERMONT157$16.9K<0.01%13F-HRTimeline
WEST PACES ADVISORS INC.152$16.4K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton150$16.2K<0.01%013F-HRTimeline
CoreFirst Bank & Trust150$16.2K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.149$16.1K<0.01%013F-HRTimeline
Community Bank, N.A.147$15.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC146$15.7K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC138$15.6K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC140$15.1K<0.01%+113F-HRTimeline
KELLEHER FINANCIAL ADVISORS135$14.6K<0.01%new13F-HRTimeline
PFS Partners, LLC126$13.6K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…123$13.3K0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT121$13K<0.01%-19,31513F-HRTimeline
REAP Financial Group, LLC118$12.7K<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.118$12.7K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC117$12.6K<0.01%+3113F-HRTimeline
Silver Grove Financial Group, Inc.113$12.2K0.01%+4913F-HRTimeline
Asset Dedication, LLC113$12.2K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp112$12K0.01%+113F-HRTimeline
Golden State Wealth Management, LLC111$12K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC110$11.9K<0.01%013F-HRTimeline
Fairway Wealth LLC105$11.3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH103$11.1K<0.01%013F-HRTimeline
ATWOOD & PALMER INC100$10.8K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT100$10.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA100$10.8K<0.01%-41713F-HRTimeline
MCDONALD PARTNERS LLC100$10.8K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…100$10.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC100$10.8K0.01%013F-HRTimeline
Graney & King, LLC100$10.8K<0.01%013F-HRTimeline
Bulwark Capital Corp100$10.8K0.01%new13F-HRTimeline
PlanVest Financial, Inc100$10.8K0.01%013F-HRTimeline
Torren Management, LLC98$10.5K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST95$10.2K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.90$9.7K<0.01%+313F-HRTimeline
VISION FINANCIAL MARKETS LLC77$8.29K0.01%+113F-HRTimeline
1 NORTH WEALTH SERVICES LLC74$7.98K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC70$7.54K<0.01%013F-HR/ATimeline
Fulcrum Asset Management LLP65$7.05K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC61$6.58K0.01%+713F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC58$6.25K<0.01%+413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…57$6.14K<0.01%013F-HRTimeline
Davis Capital Management55$5.93K<0.01%+313F-HRTimeline
Valued Wealth Advisors LLC54$5.84K<0.01%+1813F-HRTimeline
Bay Harbor Wealth Management, LLC51$5.5K<0.01%-51013F-HRTimeline
Westfuller Advisors, LLC51$5.48K<0.01%-513F-HRTimeline
Phillip James Consulting Co.50$5.39K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp49$5.28K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC49$5.28K0.01%013F-HRTimeline
SHP Wealth Management47$5.07K<0.01%+613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$5K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC46$4.96K<0.01%+1413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC44$4.74K<0.01%013F-HRTimeline
Archer Investment Corp44$4.74K<0.01%013F-HR/ATimeline
Financial Management Professionals, Inc.42$4.53K<0.01%+413F-HRTimeline
Crewe Advisors LLC41$4.42K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.41$4.42K<0.01%new13F-HRTimeline
HM PAYSON & CO39$4.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.36$3.88K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC34$3.67K0.06%013F-HRTimeline
Westside Investment Management, Inc.33$3.56K<0.01%new13F-HRTimeline
Corsicana & Co.32$3.45K<0.01%013F-HRTimeline
Kilter Group LLC30$3.23K<0.01%-1113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC30$3.23K<0.01%new13F-HRTimeline
Avion Wealth29$3K<0.01%+513F-HRTimeline
Prestige Wealth Management Group LLC27$2.91K<0.01%013F-HRTimeline
Allied Private Wealth LLC24$2.66K<0.01%13F-HRTimeline
Dunhill Financial, LLC24$2.6K<0.01%-113F-HRTimeline
HFM Investment Advisors, LLC24$2.59K<0.01%+1213F-HRTimeline
Clark Wealth Partners23$2.48K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC23$2.44K<0.01%-12,19513F-HRTimeline
NVWM, LLC20$2.16K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC20$2.16K<0.01%+113F-HRTimeline
DT Investment Partners, LLC16$1.73K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.62K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.13$1.4K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC13$1.36K<0.01%013F-HRTimeline
1015 Capital Partners, LLC12$1.29K<0.01%013F-HRTimeline
Aspect Partners, LLC11$1.19K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…18$1K<0.01%+313F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$862<0.01%013F-HRTimeline
Burk Holdings LLC8$862<0.01%013F-HRTimeline
JPL Wealth Management, LLC7$755<0.01%+213F-HRTimeline
WestEnd Advisors, LLC7$754<0.01%+113F-HRTimeline
American Capital Advisory, LLC6$647<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC5$548<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC5$545<0.01%+313F-HRTimeline
Quaker Wealth Management, LLC5$539<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC5$539<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5$539<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.5$539<0.01%013F-HRTimeline
Seneschal Advisors, LLC5$539<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$539<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$216<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.1$128<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC1$108<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd992$359+3113F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.