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Disclosery

PFG PRINCIPAL FINANCIAL GROUP IN

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Stock (common), issuer CIK 1126328

Filings received so far for Q3 2026: 39 13F filers report a position in PFG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sound Income Strategies, LLC220,590$24.2M1.08%-2,07913F-HRTimeline
Mn Services Vermogensbeheer B.V.63,715$7.13M0.05%013F-HRTimeline
GoalVest Advisory LLC18,292$2.05M0.35%-4513F-HRTimeline
Farther Finance Advisors, LLC17,645$1.98M0.01%+39813F-HRTimeline
Martin Capital Partners, LLC10,336$1.16M0.41%-37513F-HRTimeline
GAMMA Investing LLC10,141$1.14M0.04%+55613F-HRTimeline
Iowa State Bank6,790$760K0.13%+1,31313F-HRTimeline
Apella Capital, LLC6,544$712K0.01%+1,18613F-HRTimeline
Venture Visionary Partners LLC6,294$705K0.02%+213F-HRTimeline
First Citizens Financial Corp3,388$379K0.16%013F-HRTimeline
Valeo Financial Advisors, LLC3,200$358K0.01%+1713F-HRTimeline
Wedmont Private Capital2,974$326K0.01%+20313F-HRTimeline
CX Institutional2,851$319K0.01%+4313F-HRTimeline
Apeiron RIA LLC2,765$310K0.07%-1713F-HRTimeline
Paragon Capital Management Ltd2,572$288K0.05%013F-HRTimeline
Paladin Partners, LLC2,490$279K0.17%013F-HRTimeline
ROCKLAND TRUST CO2,243$251K0.01%013F-HRTimeline
Acropolis Investment Management, LLC2,219$248K0.01%-11913F-HRTimeline
Balefire, LLC2,077$233K0.04%-40713F-HRTimeline
BOS Asset Management, LLC1,887$211K0.05%013F-HRTimeline
Lincoln Capital LLC1,845$207K0.04%new13F-HRTimeline
CoreCap Advisors, LLC1,680$188K0.01%+7913F-HRTimeline
Versant Capital Management, Inc1,317$147K0.01%+2413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$72.8K0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB453$50.7K<0.01%-3213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST406$45.5K<0.01%-1113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP365$40.9K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.300$33.6K<0.01%013F-HRTimelineGroup
Grove Bank & Trust236$26.4K<0.01%013F-HRTimeline
Planning Strategies Inc.207$23.2K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC189$21.2K0.01%+13113F-HRTimeline
Marquette Asset Management, LLC188$21K<0.01%013F-HRTimeline
EASTERN BANK188$21K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton150$16.8K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC141$15.8K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC100$11.2K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH100$11.2K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA100$11.2K<0.01%013F-HRTimeline
Davis Capital Management54$6.05K<0.01%-113F-HRTimeline