Keeler & Nadler Financial Planning & Wealth Management’s Principal Financial Group PFG Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 Q2	$359K	Hold	3,332	–	–	0.1%	65
2026 Q1	$300K	Hold	3,332	–	–	0.1%	66
2025 Q4	$294K	Hold	3,332	–	–	0.1%	66
2025 Q3	$276K	Hold	3,332	–	–	0.1%	65
2025 Q2	$265K	Hold	3,332	–	–	0.11%	64
2025 Q1	$277K	Hold	3,332	–	–	0.12%	57
2024 Q4	$258K	Hold	3,332	–	–	0.12%	58
2024 Q3	$286K	Hold	3,332	–	–	0.14%	55
2024 Q2	$261K	Hold	3,332	–	–	0.14%	54
2024 Q1	$288K	Hold	3,332	–	–	0.17%	51
2023 Q4	$262K	Buy	+3,332	New	+$241K	0.19%	47
2022 Q4	$300K	Buy	+3,575	New	+$307K	0.27%	39
2021 Q4	$328K	Buy	+4,533	New	+$316K	0.3%	37

Other funds holding PFG

NLI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's PFG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,332 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #65.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in PFG in Q4 2021 and has held it in 13 quarters since. 425 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 3,332 shares of Principal Financial Group worth $359K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.1% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #65 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 13 quarters since.
425 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.