PSI Advisors, LLC

SEC CIK: 0001779040
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by PSI 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): 15,704
Value: $1.69M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PFG by PSI Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,704	$1.69M	0.4%	+635+4.2%	Added	Holders
Q1 2026	15,069	$1.36M	0.3%	+1,388+10.1%	Added	Holders
Q4 2025	13,681	$1.21M	0.3%	+491+3.7%	Added	Holders
Q3 2025	13,190	$1.09M	0.3%	00.0%	Unchanged	Holders
Q2 2025	13,190	$1.05M	0.5%	+2,829+27.3%	Added	Holders
Q1 2025	10,361	$874.2K	0.3%	+277+2.7%	Added	Holders
Q4 2024	10,084	$780.6K	0.2%	−200−1.9%	Reduced	Holders
Q3 2024	10,284	$883.4K	0.3%	00.0%	Unchanged	Holders
Q2 2024	10,284	$806.8K	0.3%	00.0%	Unchanged	Holders
Q1 2024	10,284	$887.6K	0.3%	00.0%	Unchanged	Holders
Q4 2023	10,284	$809.0K	0.3%	00.0%	Unchanged	Holders
Q3 2023	10,284	$741.2K	0.3%	−2,709−20.8%	Reduced	Holders
Q2 2023	12,993	$985.4K	0.4%	00.0%	Unchanged	Holders
Q1 2023	12,993	$965.6K	0.5%	−521−3.9%	Reduced	Holders
Q4 2022	13,514	$1.13M	0.6%	−1,783−11.7%	Reduced	Holders
Q3 2022	15,297	$1.10M	0.6%	00.0%	Unchanged	Holders
Q2 2022	15,297	$1.02M	0.5%	−834−5.2%	Reduced	Holders
Q1 2022	16,131	$1.18M	0.5%	+103+0.6%	Added	Holders
Q4 2021	16,028	$1.16M	0.5%	+501+3.2%	Added	Holders
Q3 2021	15,527	$1.00M	0.5%	00.0%	Unchanged	Holders
Q2 2021	15,527	$981.0K	0.5%	−2,000−11.4%	Reduced	Holders
Q1 2021	17,527	$1.05M	0.6%	–	–	Holders

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