Burkett Financial Services’s Principal Financial Group PFG Stock Holding History

Burkett Financial Services’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.8K	Buy	141 +1	+0.7%	+$113	﹤0.01%	273
2026 Q2	$15.1K	Buy	140 +1	+0.7%	+$102	﹤0.01%	162
2026 Q1	$12.5K	Buy	139 +2	+1%	+$183	﹤0.01%	159
2025 Q4	$12.2K	Hold	137	–	–	﹤0.01%	158
2025 Q3	$11.3K	Buy	137 +2	+1%	+$160	﹤0.01%	153
2025 Q2	$10.8K	Buy	135 +1	+0.7%	+$77	﹤0.01%	144
2025 Q1	$11.3K	Buy	134 +1	+0.8%	+$83	﹤0.01%	163
2024 Q4	$10.3K	Hold	133	–	–	﹤0.01%	142
2024 Q3	$11.4K	Buy	+133	New	+$10.7K	﹤0.01%	130

Other funds holding PFG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Burkett Financial Services's PFG Position: Q3 2026 in Review

Burkett Financial Services increased its Principal Financial Group (PFG) stake by 0.71% in Q3 2026, buying an estimated $113 and bringing the position to 141 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Burkett Financial Services first reported a position in PFG in Q3 2024 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Burkett Financial Services held 141 shares of Principal Financial Group worth $15.8K as of Q3 2026.
Burkett Financial Services bought 1 Principal Financial Group share in Q3 2026, an estimated $113.
Principal Financial Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #273 holding.
Burkett Financial Services first reported a position in Principal Financial Group in Q3 2024 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.