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Syverson Strege & Co

SEC CIK
0001682057
Latest filing
Aug 6, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Syverson Strege & Co, 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)
2,188
Value
$235.8K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of PFG by Syverson Strege & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,188$235.8K0.1%+2,188NewHolders
Q2 20230$00.0%−1,875−100.0%Sold outHolders
Q1 20231,875$139.3K0.1%+38+2.1%AddedHolders
Q4 20221,837$154.1K0.1%−573−23.8%ReducedHolders
Q3 20222,410$174.0K0.1%+6+0.2%AddedHolders
Q2 20222,404$161.0K0.1%−297−11.0%ReducedHolders
Q1 20222,701$198.0K0.2%+3+0.1%AddedHolders
Q4 20212,698$195.0K0.1%−805−23.0%ReducedHolders
Q3 20213,503$226.0K0.2%+1,061+43.4%AddedHolders
Q2 20212,442$154.0K0.1%−646−20.9%ReducedHolders
Q1 20213,088$185.0K0.2%––Holders

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