American National Bank & Trust’s Principal Financial Group PFG Stock Holding History

American National Bank & Trust’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 Q3	$45.5K	Sell	406 -11	-3%	-$1.25K	﹤0.01%	363
2026 Q2	$44.9K	Buy	417 +68	+19%	+$6.9K	﹤0.01%	378
2026 Q1	$31.4K	Hold	349	–	–	﹤0.01%	399
2025 Q4	$30.8K	Hold	349	–	–	﹤0.01%	411
2025 Q3	$28.9K	Hold	349	–	–	﹤0.01%	422
2025 Q2	$27.7K	Buy	+349	New	+$26.8K	﹤0.01%	442
2023 Q1	–	Sell	-22	Closed	-$2K	–	637
2022 Q4	$2K	Hold	22	–	–	﹤0.01%	499
2022 Q3	$2K	Buy	+22	New	+$1.58K	﹤0.01%	524

Other funds holding PFG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

American National Bank & Trust's PFG Position: Q3 2026 in Review

American National Bank & Trust reduced its Principal Financial Group (PFG) stake by 2.6% in Q3 2026, selling an estimated $1.25K and leaving 406 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

American National Bank & Trust first reported a position in PFG in Q3 2022 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

American National Bank & Trust held 406 shares of Principal Financial Group worth $45.5K as of Q3 2026.
American National Bank & Trust sold 11 Principal Financial Group shares in Q3 2026, an estimated $1.25K.
Principal Financial Group made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #363 holding.
American National Bank & Trust first reported a position in Principal Financial Group in Q3 2022 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.