Keating Financial Advisory Services’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67.1K Buy
622
+86
+16% +$8.73K 0.01% 605
2026
Q1
$48.3K Buy
536
+63
+13% +$5.76K 0.01% 622
2025
Q4
$41.8K Buy
+473
New +$39.9K 0.01% 694

Other funds holding PFG

Keating Financial Advisory Services's PFG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Principal Financial Group (PFG) stake by 16% in Q2 2026, buying an estimated $8.73K and bringing the position to 622 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #605.

Keating Financial Advisory Services first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Keating Financial Advisory Services held 622 shares of Principal Financial Group worth $67.1K as of Q2 2026.
  • Keating Financial Advisory Services bought 86 Principal Financial Group shares in Q2 2026, an estimated $8.73K.
  • Principal Financial Group made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #605 holding.
  • Keating Financial Advisory Services first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.