KFP
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Kerr Financial Planning’s Principal Financial Group PFG Stock Holding History

Kerr Financial Planning’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 		$12K Buy
112
+1
+0.9% +$102 0.01% 341
2026
Q1 		$11.1K Buy
111
+2
+2% +$183 0.01% 352
2025
Q4 		$10.5K Sell
109
-19
-15% -$1.6K 0.01% 358
2025
Q3 		$10.5K Buy
+128
New +$10.2K 0.01% 349

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kerr Financial Planning's PFG Position: Q2 2026 in Review

Kerr Financial Planning increased its Principal Financial Group (PFG) stake by 0.9% in Q2 2026, buying an estimated $102 and bringing the position to 112 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #341.

Kerr Financial Planning first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kerr Financial Planning held 112 shares of Principal Financial Group worth $12K as of Q2 2026.
  • Kerr Financial Planning bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #341 holding.
  • Kerr Financial Planning first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.