Key Financial Inc’s Principal Financial Group PFG Stock Holding History

Key Financial Inc’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	$25.9K	Buy	240 +21	+10%	+$2.13K	﹤0.01%	674
2026 Q1	$19.7K	Hold	219	–	–	﹤0.01%	731
2025 Q4	$19.3K	Sell	219 -34	-13%	-$2.87K	﹤0.01%	728
2025 Q3	$21K	Hold	253	–	–	﹤0.01%	699
2025 Q2	$20.1K	Hold	253	–	–	﹤0.01%	695
2025 Q1	$21.3K	Hold	253	–	–	﹤0.01%	654
2024 Q4	$19.6K	Buy	253 +34	+16%	+$2.87K	﹤0.01%	661
2024 Q3	$18.8K	Hold	219	–	–	﹤0.01%	664
2024 Q2	$17.2K	Hold	219	–	–	﹤0.01%	667
2024 Q1	$18.9K	Hold	219	–	–	﹤0.01%	622
2023 Q4	$17.2K	Hold	219	–	–	﹤0.01%	620
2023 Q3	$15.8K	Hold	219	–	–	0.01%	618
2023 Q2	$16.6K	Hold	219	–	–	0.01%	612
2023 Q1	$16.3K	Hold	219	–	–	0.01%	584
2022 Q4	$15.8K	Hold	219	–	–	0.01%	537
2022 Q3	$16K	Hold	219	–	–	0.01%	541
2022 Q2	$15K	Hold	219	–	–	0.01%	554
2022 Q1	$16K	Buy	219 +106	+94%	+$7.67K	0.01%	538
2021 Q4	$8K	Buy	+113	New	+$7.89K	﹤0.01%	630

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Key Financial Inc's PFG Position: Q2 2026 in Review

Key Financial Inc increased its Principal Financial Group (PFG) stake by 9.6% in Q2 2026, buying an estimated $2.13K and bringing the position to 240 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Key Financial Inc first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Key Financial Inc held 240 shares of Principal Financial Group worth $25.9K as of Q2 2026.
Key Financial Inc bought 21 Principal Financial Group shares in Q2 2026, an estimated $2.13K.
Principal Financial Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #674 holding.
Key Financial Inc first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.