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Kestra Private Wealth Services’s Principal Financial Group PFG Stock Holding History

Kestra Private Wealth 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 		$787K Sell
7,298
-387
-5% -$39.3K 0.01% 1033
2026
Q1 		$693K Sell
7,685
-6,617
-46% -$605K 0.01% 1032
2025
Q4 		$1.26M Buy
14,302
+502
+4% +$42.4K 0.02% 708
2025
Q3 		$1.14M Buy
13,800
+137
+1% +$11K 0.01% 717
2025
Q2 		$1.09M Buy
13,663
+663
+5% +$50.9K 0.02% 712
2025
Q1 		$1.1M Sell
13,000
-1,371
-10% -$114K 0.02% 647
2024
Q4 		$1.11M Sell
14,371
-4,429
-24% -$373K 0.02% 608
2024
Q3 		$1.61M Sell
18,800
-1,128
-6% -$91.1K 0.03% 475
2024
Q2 		$1.56M Buy
19,928
+3,516
+21% +$286K 0.03% 453
2024
Q1 		$1.42M Buy
16,412
+2,385
+17% +$191K 0.03% 465
2023
Q4 		$1.1M Sell
14,027
-203
-1% -$14.7K 0.03% 500
2023
Q3 		$1.03M Buy
14,230
+602
+4% +$46.7K 0.03% 457
2023
Q2 		$1.03M Sell
13,628
-4,160
-23% -$300K 0.04% 423
2023
Q1 		$1.32M Buy
+17,788
New +$1.51M 0.05% 352

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 $3.38T AUM 44.17% 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 Private Wealth Services's PFG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Principal Financial Group (PFG) stake by 5% in Q2 2026, selling an estimated $39.3K and leaving 7,298 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #1033.

Kestra Private Wealth Services first reported a position in PFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.61M in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kestra Private Wealth Services held 7,298 shares of Principal Financial Group worth $787K as of Q2 2026.
  • Kestra Private Wealth Services sold 387 Principal Financial Group shares in Q2 2026, an estimated $39.3K.
  • Principal Financial Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1033 holding.
  • Kestra Private Wealth Services first reported a position in Principal Financial Group in Q1 2023 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Principal Financial Group position peaked at $1.61M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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