Kerusso Capital Management LLC
Position in PFG — Principal Financial Group Inc
CIK 2029597
Winston Salem, NC
Position in PFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,312,351
+$2,037,894 QoQ
Shares Held
58,567
+23.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#157
of 941 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kerusso Capital Management LLC holds $25,889,877 across 5 Asset Management names. PFG ranks #1 (24.4% of the industry book) .
All Filings in PFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,312,351 | 58,567 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,274,457 | 47,436 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,483,008 | 50,822 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,536,736 | 18,535 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,560,561 | 19,647 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||