Kinloch Capital’s Principal Financial Group PFG Stock Holding History

Kinloch Capital’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 Q1	$241K	Hold	2,675	–	–	0.1%	71
2025 Q4	$236K	Hold	2,675	–	–	0.1%	70
2025 Q3	$222K	Hold	2,675	–	–	0.1%	70
2025 Q2	$212K	Hold	2,675	–	–	0.1%	73
2025 Q1	$226K	Hold	2,675	–	–	0.11%	72
2024 Q4	$207K	Hold	2,675	–	–	0.1%	74
2024 Q3	$230K	Sell	2,675 -110	-4%	-$8.88K	0.11%	77
2024 Q2	$218K	Buy	2,785 +155	+6%	+$12.6K	0.11%	73
2024 Q1	$227K	Sell	2,630 -500	-16%	-$40.1K	0.12%	70
2023 Q4	$246K	Hold	3,130	–	–	0.16%	64
2023 Q3	$226K	Hold	3,130	–	–	0.14%	68
2023 Q2	$237K	Hold	3,130	–	–	0.14%	62
2023 Q1	$233K	Hold	3,130	–	–	0.14%	62
2022 Q4	$263K	Hold	3,130	–	–	0.15%	55
2022 Q3	$226K	Hold	3,130	–	–	0.15%	63
2022 Q2	$209K	Hold	3,130	–	–	0.13%	65
2022 Q1	$230K	Hold	3,130	–	–	0.14%	65
2021 Q4	$226K	Hold	3,130	–	–	0.14%	63
2021 Q3	$202K	Sell	3,130 -350	-10%	-$22.5K	0.14%	61
2021 Q2	$220K	Hold	3,480	–	–	0.16%	64
2021 Q1	$209K	Sell	3,480 -1,495	-30%	-$83.3K	0.16%	60
2020 Q4	$247K	Buy	+4,975	New	+$228K	0.21%	59

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kinloch Capital's PFG Position: Q1 2026 in Review

Kinloch Capital held its Principal Financial Group (PFG) position steady in Q1 2026 at 2,675 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #71.

Kinloch Capital first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $263K in Q4 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Kinloch Capital held 2,675 shares of Principal Financial Group worth $241K as of Q1 2026.
Kinloch Capital left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up 0.1% of Kinloch Capital's portfolio in Q1 2026, its #71 holding.
Kinloch Capital first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
Kinloch Capital's Principal Financial Group position peaked at $263K in Q4 2022.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.