KAS
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Kestra Advisory Services’s Principal Financial Group PFG Stock Holding History

Kestra Advisory Services’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 		$1.68M Sell
15,548
-2,101
-12% -$213K 0.01% 1462
2026
Q1 		$1.59M Buy
17,649
+3,970
+29% +$363K 0.01% 1443
2025
Q4 		$1.21M Buy
13,679
+592
+5% +$50K 0.01% 1522
2025
Q3 		$1.09M Sell
13,087
-396
-3% -$31.7K 0.01% 1533
2025
Q2 		$1.07M Buy
13,483
+1,762
+15% +$135K 0.01% 1435
2025
Q1 		$989K Sell
11,721
-1,784
-13% -$148K ﹤0.01% 1403
2024
Q4 		$1.05M Buy
13,505
+858
+7% +$72.3K 0.01% 1388
2024
Q3 		$1.09M Sell
12,647
-5,476
-30% -$442K 0.01% 1275
2024
Q2 		$1.42M Buy
18,123
+532
+3% +$43.2K 0.01% 1134
2024
Q1 		$1.52M Buy
17,591
+5,521
+46% +$443K 0.01% 1004
2023
Q4 		$950K Sell
12,070
-2,214
-15% -$160K 0.01% 1150
2023
Q3 		$1.03M Buy
14,284
+259
+2% +$20.1K 0.01% 982
2023
Q2 		$1.06M Buy
14,025
+1,018
+8% +$73.4K 0.01% 951
2023
Q1 		$967K Sell
13,007
-23,381
-64% -$1.98M 0.01% 964
2022
Q4 		$3.05M Buy
36,388
+6,142
+20% +$527K 0.03% 584
2022
Q3 		$2.18M Buy
30,246
+5,841
+24% +$420K 0.02% 638
2022
Q2 		$1.63M Buy
24,405
+10,574
+76% +$744K 0.02% 753
2022
Q1 		$1.01M Buy
13,831
+1,057
+8% +$76.5K 0.01% 951
2021
Q4 		$924K Buy
12,774
+874
+7% +$61K 0.01% 1022
2021
Q3 		$766K Buy
11,900
+2,977
+33% +$191K 0.01% 1156
2021
Q2 		$564K Sell
8,923
-3,275
-27% -$209K 0.01% 1228
2021
Q1 		$731K Buy
12,198
+760
+7% +$42.4K 0.01% 1007
2020
Q4 		$558K Buy
11,438
+11,336
+11,114% +$519K 0.01% 1150
2020
Q3 		$280K Buy
+102
New +$4.35K 0.01% 1149

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

Kestra Advisory Services's PFG Position: Q2 2026 in Review

Kestra Advisory Services reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $213K and leaving 15,548 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1462.

Kestra Advisory Services first reported a position in PFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.05M in Q4 2022. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kestra Advisory Services held 15,548 shares of Principal Financial Group worth $1.68M as of Q2 2026.
  • Kestra Advisory Services sold 2,101 Principal Financial Group shares in Q2 2026, an estimated $213K.
  • Principal Financial Group made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1462 holding.
  • Kestra Advisory Services first reported a position in Principal Financial Group in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Principal Financial Group position peaked at $3.05M in Q4 2022.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.