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 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

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

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

TPI

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kerusso Capital Management's PFG Position: Q2 2026 in Review

Kerusso Capital Management increased its Principal Financial Group (PFG) stake by 23% in Q2 2026, buying an estimated $1.13M and bringing the position to 58,567 shares worth $6.31M. The position accounts for 2.3% of the portfolio, ranked #10.

Kerusso Capital Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Kerusso Capital Management held 58,567 shares of Principal Financial Group worth $6.31M as of Q2 2026.
Kerusso Capital Management bought 11,131 Principal Financial Group shares in Q2 2026, an estimated $1.13M.
Principal Financial Group made up 2.3% of Kerusso Capital Management's portfolio in Q2 2026, its #10 holding.
Kerusso Capital Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kerusso Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.