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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
3,539
Value
$381.4K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PFG by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,539$381.4K<0.1%−176−4.7%ReducedHolders
Q1 20263,715$334.8K<0.1%+3,715NewHolders