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Kilter Group’s Principal Financial Group PFG Stock Holding History

Kilter Group’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 		$3.23K Sell
30
-11
-27% -$1.12K ﹤0.01% 835
2026
Q1 		$3.69K Buy
41
+11
+37% +$1.01K ﹤0.01% 710
2025
Q4 		$2.65K Sell
30
-8
-21% -$675 ﹤0.01% 676
2025
Q3 		$3.15K Buy
38
+19
+100% +$1.52K ﹤0.01% 552
2025
Q2 		$1.51K Buy
+19
New +$1.46K ﹤0.01% 706

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

Kilter Group's PFG Position: Q2 2026 in Review

Kilter Group reduced its Principal Financial Group (PFG) stake by 27% in Q2 2026, selling an estimated $1.12K and leaving 30 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Kilter Group first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.69K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kilter Group held 30 shares of Principal Financial Group worth $3.23K as of Q2 2026.
  • Kilter Group sold 11 Principal Financial Group shares in Q2 2026, an estimated $1.12K.
  • Principal Financial Group made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #835 holding.
  • Kilter Group first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Principal Financial Group position peaked at $3.69K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.