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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
1,869
Value
$202.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,869$202.0K<0.1%−38−2.0%ReducedHolders
Q1 20261,907$172.0K<0.1%−47−2.4%ReducedHolders
Q4 20251,954$173.0K<0.1%+144+8.0%AddedHolders
Q3 20251,810$150.0K<0.1%+1+0.1%AddedHolders
Q2 20251,809$144.0K<0.1%+151+9.1%AddedHolders
Q1 20251,658$140.0K<0.1%00.0%UnchangedHolders
Q4 20241,658$128.0K<0.1%00.0%UnchangedHolders
Q3 20241,658$142.0K<0.1%+213+14.7%AddedHolders
Q2 20241,445$113.0K<0.1%+63+4.6%AddedHolders
Q1 20241,382$119.0K<0.1%00.0%UnchangedHolders
Q4 20231,382$109.0K<0.1%−66−4.6%ReducedHolders
Q3 20231,448$104.0K<0.1%+66+4.8%AddedHolders
Q2 20231,382$105.0K<0.1%00.0%UnchangedHolders
Q1 20231,382$103.0K<0.1%00.0%UnchangedHolders
Q4 20221,382$116.0K<0.1%00.0%UnchangedHolders
Q3 20221,382$100.0K<0.1%00.0%UnchangedHolders
Q2 20221,382$92.0K<0.1%00.0%UnchangedHolders
Q1 20221,382$101.0K<0.1%00.0%UnchangedHolders
Q4 20211,382$100.0K<0.1%00.0%UnchangedHolders
Q3 20211,382$89.0K<0.1%00.0%UnchangedHolders
Q2 20211,382$87.0K<0.1%00.0%UnchangedHolders
Q1 20211,382$83.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.