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Kentucky Trust Company’s Principal Financial Group PFG Stock Holding History

Kentucky Trust Company’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 		$21.6K Hold
200
– – 0.01% 219
2026
Q1 		$18K Hold
200
– – 0.01% 226
2025
Q4 		$17.6K Hold
200
– – 0.01% 223
2025
Q3 		$16.6K Hold
200
– – 0.01% 218
2025
Q2 		$15.9K Hold
200
– – 0.01% 219
2025
Q1 		$16.9K Hold
200
– – 0.01% 213
2024
Q4 		$15.5K Buy
+200
New +$16.9K 0.01% 219

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Kentucky Trust Company's PFG Position: Q2 2026 in Review

Kentucky Trust Company held its Principal Financial Group (PFG) position steady in Q2 2026 at 200 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #219.

Kentucky Trust Company first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kentucky Trust Company held 200 shares of Principal Financial Group worth $21.6K as of Q2 2026.
  • Kentucky Trust Company left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Kentucky Trust Company's portfolio in Q2 2026, its #219 holding.
  • Kentucky Trust Company first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.