KFP
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KMG Fiduciary Partners’s Principal Financial Group PFG Stock Holding History

KMG Fiduciary Partners’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
2021
Q4 		– Sell
-6,179
Closed -$398K – 208
2021
Q3 		$398K Buy
6,179
+1,378
+29% +$88.5K 0.07% 149
2021
Q2 		$303K Buy
4,801
+859
+22% +$54.9K 0.05% 162
2021
Q1 		$236K Buy
+3,942
New +$220K 0.05% 159

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMG Fiduciary Partners's PFG Position: Q4 2021 in Review

KMG Fiduciary Partners sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 6,179 shares — an estimated $398K sold.

KMG Fiduciary Partners first reported a position in PFG in Q1 2021 and held it in 3 quarters. The position peaked at $398K in Q3 2021. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • KMG Fiduciary Partners reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • KMG Fiduciary Partners sold 6,179 Principal Financial Group shares in Q4 2021, an estimated $398K.
  • KMG Fiduciary Partners first reported a position in Principal Financial Group in Q1 2021 and held it in 3 quarters.
  • KMG Fiduciary Partners's Principal Financial Group position peaked at $398K in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on KMG Fiduciary Partners's 13F filing for Q4 2021, filed 12 Jan 2022.