Gilbert & Cook, Inc.
- SEC CIK
- 0001675762
- Latest filing
- Jul 28, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by Gilbert & Cook, Inc., 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)
- 11,645
- Value
- $1.26M
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,645 | $1.26M | 0.1% | −59−0.5% | Reduced | Holders |
| Q1 2026 | 11,704 | $1.05M | 0.1% | −79−0.7% | Reduced | Holders |
| Q4 2025 | 11,783 | $1.04M | 0.1% | +3,284+38.6% | Added | Holders |
| Q3 2025 | 8,499 | $704.7K | 0.1% | +323+4.0% | Added | Holders |
| Q2 2025 | 8,176 | $649.4K | 0.1% | +390+5.0% | Added | Holders |
| Q1 2025 | 7,786 | $656.9K | 0.1% | +1,011+14.9% | Added | Holders |
| Q4 2024 | 6,775 | $524.5K | 0.1% | −143−2.1% | Reduced | Holders |
| Q3 2024 | 6,918 | $594.3K | 0.1% | −292−4.0% | Reduced | Holders |
| Q2 2024 | 7,210 | $565.7K | 0.1% | −7−0.1% | Reduced | Holders |
| Q1 2024 | 7,217 | $622.9K | 0.1% | −429−5.6% | Reduced | Holders |
| Q4 2023 | 7,646 | $601.5K | 0.1% | −610−7.4% | Reduced | Holders |
| Q3 2023 | 8,256 | $595.0K | 0.1% | −150−1.8% | Reduced | Holders |
| Q2 2023 | 8,406 | $637.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 8,406 | $624.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 8,406 | $705.5K | 0.1% | +495+6.3% | Added | Holders |
| Q3 2022 | 7,911 | $687.0K | 0.2% | −725−8.4% | Reduced | Holders |
| Q2 2022 | 8,636 | $577.0K | 0.1% | +137+1.6% | Added | Holders |
| Q1 2022 | 8,499 | $624.0K | 0.1% | +1,217+16.7% | Added | Holders |
| Q4 2021 | 7,282 | $527.0K | 0.1% | +224+3.2% | Added | Holders |
| Q3 2021 | 7,058 | $455.0K | 0.1% | −1,400−16.6% | Reduced | Holders |
| Q2 2021 | 8,458 | $534.0K | 0.1% | +49+0.6% | Added | Holders |
| Q1 2021 | 8,409 | $504.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.