Sound Income Strategies, LLC / PG4
Sound Income Strategies, LLC’s Principal Financial Group In Position
Does Sound Income Strategies, LLC own Principal Financial Group In (PG4)? Yes — 243.9K shares worth $22M (+1.06% of its 13F portfolio) as of Q1 2026, down from 244.1K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
243.9K
% of Portfolio
+1.06%
Quarters Held
30
currently held
Position History PG4
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 243.9K | $22M | +1.06% |
| Q4 2025 | 244.1K | $22M | +1.02% |
| Q3 2025 | 246.1K | $20M | +1.11% |
| Q2 2025 | 248.9K | $20M | +1.13% |
| Q1 2025 | 236.6K | $20M | +1.18% |
| Q4 2024 | 228.7K | $18M | +1.09% |
| Q3 2024 | 210.1K | $18M | +1.16% |
| Q2 2024 | 195.2K | $15M | +0.96% |
| Q1 2024 | 181.8K | $16M | +1.17% |
| Q4 2023 | 167.4K | $13M | +1.10% |
| Q3 2023 | 154.5K | $11M | +0.94% |
| Q2 2023 | 143.8K | $11M | +1.12% |
| Q1 2023 | 133.3K | $10M | +1.08% |
| Q4 2022 | 120.4K | $10M | +1.29% |
| Q3 2022 | 172.5K | $12M | +1.81% |
| Q2 2022 | 182.4K | $12M | +1.62% |
| Q1 2022 | 166.3K | $12M | +1.41% |
| Q4 2021 | 144.5K | $10M | +1.23% |
| Q3 2021 | 143.9K | $9M | +1.20% |
| Q2 2021 | 125.3K | $8M | +1.14% |
| Q1 2021 | 113.2K | $6.8B | +1.15% |
| Q4 2020 | 77.1K | $4M | +0.84% |
| Q3 2020 | 58.1K | $2M | +0.64% |
| Q2 2020 | 47.8K | $2M | +0.59% |
| Q1 2020 | 42.4K | $1M | +0.46% |
| Q4 2019 | 34.2K | $2M | +0.32% |
| Q3 2019 | 30.7K | $2M | +0.53% |
| Q2 2019 | 26.3K | $2M | +0.53% |
| Q1 2019 | 19.4K | $976,000 | +0.45% |
| Q4 2018 | 19.4K | $858,000 | +0.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of PG4.