Principal Financial Group Inc

Steward Partners Investment Advisory, LLC PFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/12/2026

Shares

7,196

Value ($000)

635

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/12/2026	635	0.0%	7,196	12/31/2025
2025 Q3	11/12/2025	632	0.0%	7,618	9/30/2025
2025 Q2	8/12/2025	606	0.0%	7,626	6/30/2025
2025 Q1	5/13/2025	732	0.0%	8,673	3/31/2025
2024 Q4	2/6/2025	674	0.0%	8,705	12/31/2024
2024 Q3	11/14/2024	804	0.0%	9,361	9/30/2024
2024 Q2	8/8/2024	755	0.0%	9,630	6/30/2024
2024 Q1	5/15/2024	742	0.0%	8,597	3/31/2024
2023 Q4	2/12/2024	656	0.0%	8,340	12/31/2023
2023 Q3	11/13/2023	598	0.0%	8,296	9/30/2023
2023 Q2	8/14/2023	619	0.0%	8,161	6/30/2023
2023 Q1	5/15/2023	738	0.0%	9,935	3/31/2023
2022 Q4	2/15/2023	876	0.0%	10,443	12/31/2022
2022 Q3	11/10/2022	783	0.0%	10,846	9/30/2022
2022 Q2	8/4/2022	706	0.0%	10,573	6/30/2022
2022 Q1	5/2/2022	743	0.0%	10,125	3/31/2022
2021 Q4	2/8/2022	732	0.0%	10,116	12/31/2021
2021 Q3	11/12/2021	653	0.0%	10,132	9/30/2021
2021 Q2	8/13/2021	621	0.0%	9,821	6/30/2021
2021 Q1	5/14/2021	519	0.0%	8,662	3/31/2021
2020 Q4	2/11/2021	430	0.0%	8,662	12/31/2020
2020 Q3	10/30/2020	355	0.0%	8,812	9/30/2020
2020 Q2	8/6/2020	338	0.0%	8,146	6/30/2020
2020 Q1	4/29/2020	195	0.0%	6,246	3/31/2020
2019 Q4	1/17/2020	377	0.0%	6,871	12/31/2019