Kelleher Financial Advisors’s Principal Financial Group PFG Stock Holding History

Kelleher Financial Advisors’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	$14.6K	Buy	+135	New	+$13.7K	﹤0.01%	589

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

Kelleher Financial Advisors's PFG Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 135 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Kelleher Financial Advisors held 135 shares of Principal Financial Group worth $14.6K as of Q2 2026.
Principal Financial Group was a new Kelleher Financial Advisors position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #589 holding.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.