Kerusso Capital Management
PFG icon

Kerusso Capital Management’s Principal Financial Group PFG Stock Holding History

Kerusso Capital 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
Q3 		$7.23M Buy
64,603
+6,036
+10% +$683K 2.36% 9
2026
Q2 		$6.31M Buy
58,567
+11,131
+23% +$1.13M 2.3% 10
2026
Q1 		$4.27M Sell
47,436
-3,386
-7% -$310K 2.14% 15
2025
Q4 		$4.48M Buy
50,822
+32,287
+174% +$2.73M 2.07% 18
2025
Q3 		$1.54M Sell
18,535
-1,112
-6% -$88.9K 0.94% 51
2025
Q2 		$1.56M Buy
+19,647
New +$1.51M 0.97% 50

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Kerusso Capital Management's PFG Position: Q3 2026 in Review

Kerusso Capital Management increased its Principal Financial Group (PFG) stake by 10% in Q3 2026, buying an estimated $683K and bringing the position to 64,603 shares worth $7.23M. The position accounts for 2.36% of the portfolio, ranked #9.

Kerusso Capital Management first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Kerusso Capital Management held 64,603 shares of Principal Financial Group worth $7.23M as of Q3 2026.
  • Kerusso Capital Management bought 6,036 Principal Financial Group shares in Q3 2026, an estimated $683K.
  • Principal Financial Group made up 2.36% of Kerusso Capital Management's portfolio in Q3 2026, its #9 holding.
  • Kerusso Capital Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Kerusso Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.