KCPG
PFG icon

Kavar Capital Partners Group’s Principal Financial Group PFG Stock Holding History

Kavar Capital Partners Group’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
Q1 		$213K Hold
2,360
– – 0.03% 204
2025
Q4 		$208K Buy
+2,360
New +$199K 0.03% 181
2019
Q3 		– Sell
-143
Closed -$8K – 365
2019
Q2 		$8K Buy
+143
New +$7.88K ﹤0.01% 389
2018
Q3 		– Sell
-143
Closed -$8K – 306
2018
Q2 		$8K Hold
143
– – ﹤0.01% 334
2018
Q1 		$9K Buy
+143
New +$9.41K ﹤0.01% 332
2016
Q1 		– Sell
-143
Closed -$6K – 308
2015
Q4 		$6K Hold
143
– – ﹤0.01% 290
2015
Q3 		$6K Hold
143
– – ﹤0.01% 301
2015
Q2 		$7K Buy
+143
New +$7.42K ﹤0.01% 315
2014
Q2 		– Sell
-143
Closed -$6K – 352
2014
Q1 		$6K Hold
143
– – 0.01% 338
2013
Q4 		$7K Buy
+143
New +$6.79K 0.01% 311

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return