Kayne Anderson Rudnick Investment Management
PFG icon

Kayne Anderson Rudnick Investment Management’s Principal Financial Group PFG Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$721 Hold
8
– – ﹤0.01% 875
2025
Q4 		$706 Hold
8
– – ﹤0.01% 908
2025
Q3 		$663 Hold
8
– – ﹤0.01% 927
2025
Q2 		$635 Hold
8
– – ﹤0.01% 970
2025
Q1 		$675 Hold
8
– – ﹤0.01% 888
2024
Q4 		$619 Hold
8
– – ﹤0.01% 926
2024
Q3 		$687 Hold
8
– – ﹤0.01% 911
2024
Q2 		$628 Sell
8
-6
-43% -$487 ﹤0.01% 896
2024
Q1 		$1.21K Hold
14
– – ﹤0.01% 825
2023
Q4 		$1.1K Sell
14
-1
-7% -$72 ﹤0.01% 815
2023
Q3 		$1.08K Hold
15
– – ﹤0.01% 733
2023
Q2 		$1.14K Buy
+15
New +$1.08K ﹤0.01% 734
2022
Q4 		– Sell
-486
Closed -$35K – 691
2022
Q3 		$35K Hold
486
– – ﹤0.01% 497
2022
Q2 		$32K Hold
486
– – ﹤0.01% 493
2022
Q1 		$36K Hold
486
– – ﹤0.01% 476
2021
Q4 		$35K Hold
486
– – ﹤0.01% 485
2021
Q3 		$31K Hold
486
– – ﹤0.01% 488
2021
Q2 		$31K Hold
486
– – ﹤0.01% 489
2021
Q1 		$29K Hold
486
– – ﹤0.01% 485
2020
Q4 		$24K Buy
+486
New +$22.3K ﹤0.01% 472
2020
Q2 		– Sell
-1,893
Closed -$59K – 606
2020
Q1 		$59K Sell
1,893
-87,036
-98% -$4.12M ﹤0.01% 388
2019
Q4 		$4.89M Buy
+88,929
New +$4.87M 0.02% 227

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's PFG Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 8 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Kayne Anderson Rudnick Investment Management first reported a position in PFG in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.89M in Q4 2019. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 8 shares of Principal Financial Group worth $721 as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #875 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 22 quarters since.
  • Kayne Anderson Rudnick Investment Management's Principal Financial Group position peaked at $4.89M in Q4 2019.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.