KF
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Krilogy Financial’s Principal Financial Group PFG Stock Holding History

Krilogy Financial’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 		$499K Sell
4,628
-292
-6% -$29.6K 0.01% 634
2026
Q1 		$462K Sell
4,920
-128
-3% -$11.7K 0.01% 607
2025
Q4 		$469K Buy
5,048
+641
+15% +$54.1K 0.02% 580
2025
Q3 		$358K Buy
+4,407
New +$352K 0.01% 629
2018
Q4 		– Sell
-184
Closed -$11K – 519
2018
Q3 		$11K Buy
+184
New +$10.3K ﹤0.01% 518
2018
Q2 		– Sell
-403
Closed -$25K – 494
2018
Q1 		$25K Buy
403
+1
+0.2% +$66 0.01% 418
2017
Q4 		$28K Buy
402
+148
+58% +$10.2K 0.01% 398
2017
Q3 		$16K Hold
254
– – ﹤0.01% 512
2017
Q2 		$16K Buy
254
+1
+0.4% +$63 ﹤0.01% 467
2017
Q1 		$15K Hold
253
– – ﹤0.01% 460
2016
Q4 		$15K Hold
253
– – ﹤0.01% 460
2016
Q3 		$13K Hold
253
– – ﹤0.01% 490
2016
Q2 		$10K Buy
253
+219
+644% +$9.24K ﹤0.01% 532
2016
Q1 		$1K Sell
34
-83
-71% -$3.19K ﹤0.01% 650
2015
Q4 		$5K Hold
117
– – ﹤0.01% 321
2015
Q3 		$6K Buy
+117
New +$6.06K ﹤0.01% 446

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

Krilogy Financial's PFG Position: Q2 2026 in Review

Krilogy Financial reduced its Principal Financial Group (PFG) stake by 5.9% in Q2 2026, selling an estimated $29.6K and leaving 4,628 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #634.

Krilogy Financial first reported a position in PFG in Q3 2015 and has held it in 16 quarters since. 951 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Krilogy Financial held 4,628 shares of Principal Financial Group worth $499K as of Q2 2026.
  • Krilogy Financial sold 292 Principal Financial Group shares in Q2 2026, an estimated $29.6K.
  • Principal Financial Group made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #634 holding.
  • Krilogy Financial first reported a position in Principal Financial Group in Q3 2015 and has held it in 16 quarters since.
  • 951 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.