Simon Quick Advisors, LLC

SEC CIK: 0001692038
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

PFG holding history

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

PFG overview All 13F holders of PFG Full Q2 2026 holdings

Shares (Q2 2026): 26,235
Value: $2.83M
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of PFG by Simon Quick Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,235	$2.83M	0.1%	−20−0.1%	Reduced	Holders
Q1 2026	26,255	$2.37M	0.1%	+1,796+7.3%	Added	Holders
Q4 2025	24,459	$2.16M	0.1%	−14−0.1%	Reduced	Holders
Q3 2025	24,473	$2.03M	0.1%	−1,217−4.7%	Reduced	Holders
Q2 2025	25,690	$2.04M	0.1%	+25,690	New	Holders