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Principal Financial shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 3.7k 90.11
2015-12-31 $220k 4.9k 45.04
2015-09-30 $238k 5.0k 47.33

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf Us Equity Resear (TSPA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for BKD Wealth Advisors

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial