KWM
PFG icon

Kingsview Wealth Management’s Principal Financial Group PFG Stock Holding History

Kingsview Wealth Management’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 		$658K Buy
6,101
+915
+18% +$92.9K 0.01% 883
2026
Q1 		$467K Buy
5,186
+204
+4% +$18.6K 0.01% 923
2025
Q4 		$439K Sell
4,982
-3,936
-44% -$332K 0.01% 889
2025
Q3 		$739K Sell
8,918
-27,725
-76% -$2.22M 0.01% 686
2025
Q2 		$2.91M Buy
36,643
+32,987
+902% +$2.53M 0.05% 361
2025
Q1 		$308K Sell
3,656
-148
-4% -$12.3K 0.01% 880
2024
Q4 		$294K Buy
3,804
+314
+9% +$26.5K 0.01% 906
2024
Q3 		$300K Sell
3,490
-21,649
-86% -$1.75M 0.01% 885
2024
Q2 		$1.97M Buy
+25,139
New +$2.04M 0.05% 350
2024
Q1 		– Sell
-4,487
Closed -$353K – 1052
2023
Q4 		$353K Sell
4,487
-279
-6% -$20.2K 0.01% 721
2023
Q3 		$343K Sell
4,766
-25
-0.5% -$1.94K 0.01% 715
2023
Q2 		$363K Buy
4,791
+398
+9% +$28.7K 0.01% 685
2023
Q1 		$326K Sell
4,393
-14,679
-77% -$1.25M 0.01% 686
2022
Q4 		$1.6M Sell
19,072
-25,907
-58% -$2.22M 0.07% 263
2022
Q3 		$3.25M Buy
44,979
+4,317
+11% +$310K 0.15% 150
2022
Q2 		$2.72M Sell
40,662
-20,490
-34% -$1.44M 0.13% 176
2022
Q1 		$4.49M Buy
61,152
+27,506
+82% +$1.99M 0.2% 120
2021
Q4 		$2.43M Buy
33,646
+2,106
+7% +$147K 0.1% 207
2021
Q3 		$2.03M Sell
31,540
-200
-0.6% -$12.8K 0.1% 219
2021
Q2 		$2.02M Buy
31,740
+5,071
+19% +$324K 0.1% 221
2021
Q1 		$1.62M Buy
26,669
+5,562
+26% +$310K 0.09% 230
2020
Q4 		$1.05M Sell
21,107
-3,542
-14% -$162K 0.08% 265
2020
Q3 		$993K Buy
24,649
+13,660
+124% +$582K 0.09% 224
2020
Q2 		$456K Buy
10,989
+1,740
+19% +$63.5K 0.05% 347
2020
Q1 		$290K Buy
+9,249
New +$438K 0.04% 370

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

Kingsview Wealth Management's PFG Position: Q2 2026 in Review

Kingsview Wealth Management increased its Principal Financial Group (PFG) stake by 18% in Q2 2026, buying an estimated $92.9K and bringing the position to 6,101 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #883.

Kingsview Wealth Management first reported a position in PFG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.49M in Q1 2022. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Kingsview Wealth Management held 6,101 shares of Principal Financial Group worth $658K as of Q2 2026.
  • Kingsview Wealth Management bought 915 Principal Financial Group shares in Q2 2026, an estimated $92.9K.
  • Principal Financial Group made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Kingsview Wealth Management first reported a position in Principal Financial Group in Q1 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Principal Financial Group position peaked at $4.49M in Q1 2022.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.