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 Q2	$257K	Buy	2,383 +23	+1%	+$2.33K	0.03%	183
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 New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kavar Capital Partners Group's PFG Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Principal Financial Group (PFG) stake by 0.97% in Q2 2026, buying an estimated $2.33K and bringing the position to 2,383 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #183.

Kavar Capital Partners Group first reported a position in PFG in Q4 2013 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Kavar Capital Partners Group held 2,383 shares of Principal Financial Group worth $257K as of Q2 2026.
Kavar Capital Partners Group bought 23 Principal Financial Group shares in Q2 2026, an estimated $2.33K.
Principal Financial Group made up 0.03% of Kavar Capital Partners Group's portfolio in Q2 2026, its #183 holding.
Kavar Capital Partners Group first reported a position in Principal Financial Group in Q4 2013 and has held it in 11 quarters since.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.