Orion Portfolio Solutions, LLC
- SEC CIK
- 0001802647
- Latest filing
- May 15, 2025
PFG holding history
Principal Financial Group Inc in every 13F filed by Orion Portfolio Solutions, 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 Q1 2025 holdings
- Shares (Q1 2025)
- 4,236
- Value
- $357.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 4,236 | $357.4K | <0.1% | +798+23.2% | Added | Holders |
| Q4 2024 | 3,438 | $266.1K | <0.1% | +644+23.0% | Added | Holders |
| Q3 2024 | 2,794 | $240.0K | <0.1% | +2,794 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −3,162−100.0% | Sold out | Holders |
| Q1 2023 | 3,162 | $235.0K | <0.1% | +286+9.9% | Added | Holders |
| Q4 2022 | 2,876 | $241.4K | <0.1% | +2,876 | New | Holders |