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 Q3	$24.5K	Sell	219 -21	-9%	-$2.38K	﹤0.01%	667
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%	+$2.86K	﹤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

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Key Financial Inc's PFG Position: Q3 2026 in Review

Key Financial Inc reduced its Principal Financial Group (PFG) stake by 8.8% in Q3 2026, selling an estimated $2.38K and leaving 219 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Key Financial Inc first reported a position in PFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $25.9K in Q2 2026. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Key Financial Inc held 219 shares of Principal Financial Group worth $24.5K as of Q3 2026.
Key Financial Inc sold 21 Principal Financial Group shares in Q3 2026, an estimated $2.38K.
Principal Financial Group made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #667 holding.
Key Financial Inc first reported a position in Principal Financial Group in Q4 2021 and has held it in 20 quarters since.
Key Financial Inc's Principal Financial Group position peaked at $25.9K in Q2 2026.
523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.