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

AMG National Trust Bank’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
Q1 		$12.4M Buy
138,056
+2,861
+2% +$262K 0.27% 62
2025
Q4 		$11.9M Buy
135,195
+30,051
+29% +$2.54M 0.28% 55
2025
Q3 		$8.72M Hold
105,144
– – 0.21% 72
2025
Q2 		$8.35M Sell
105,144
-439
-0.4% -$33.7K 0.22% 73
2025
Q1 		$8.91M Hold
105,583
– – 0.25% 65
2024
Q4 		$8.15M Sell
105,583
-3,114
-3% -$262K 0.22% 69
2024
Q3 		$9.34M Sell
108,697
-12,100
-10% -$977K 0.25% 63
2024
Q2 		$9.48M Buy
120,797
+20,219
+20% +$1.64M 0.26% 62
2024
Q1 		$8.68M Sell
100,578
-12,374
-11% -$993K 0.25% 59
2023
Q4 		$8.89M Buy
112,952
+35,521
+46% +$2.57M 0.28% 53
2023
Q3 		$5.58M Sell
77,431
-22,639
-23% -$1.76M 0.19% 77
2023
Q2 		$7.59M Buy
100,070
+15,761
+19% +$1.14M 0.25% 61
2023
Q1 		$6.27M Sell
84,309
-4,531
-5% -$384K 0.22% 70
2022
Q4 		$7.46M Sell
88,840
-28,228
-24% -$2.42M 0.27% 56
2022
Q3 		$8.45M Buy
117,068
+25,263
+28% +$1.81M 0.32% 52
2022
Q2 		$6.13M Buy
91,805
+12,608
+16% +$887K 0.23% 69
2022
Q1 		$5.81M Sell
79,197
-22,682
-22% -$1.64M 0.18% 73
2021
Q4 		$7.37M Sell
101,879
-3,443
-3% -$240K 0.22% 63
2021
Q3 		$6.78M Hold
105,322
– – 0.22% 66
2021
Q2 		$6.66M Sell
105,322
-3,210
-3% -$205K 0.21% 65
2021
Q1 		$6.51M Sell
108,532
-5,198
-5% -$290K 0.22% 68
2020
Q4 		$5.64M Sell
113,730
-40,830
-26% -$1.87M 0.2% 70
2020
Q3 		$6.22M Sell
154,560
-12,946
-8% -$552K 0.26% 58
2020
Q2 		$6.96M Buy
167,506
+4,949
+3% +$181K 0.31% 51
2020
Q1 		$5.09M Hold
162,557
– – 0.38% 36
2019
Q4 		$8.94M Buy
162,557
+47,750
+42% +$2.61M 0.51% 29
2019
Q3 		$6.56M Sell
114,807
-14,788
-11% -$833K 0.38% 34
2019
Q2 		$7.51M Buy
129,595
+52,505
+68% +$2.89M 0.45% 31
2019
Q1 		$3.87M Sell
77,090
-982
-1% -$48.7K 0.24% 55
2018
Q4 		$3.45M Sell
78,072
-2,374
-3% -$117K 0.24% 58
2018
Q3 		$4.71M Buy
80,446
+6,433
+9% +$359K 0.28% 53
2018
Q2 		$3.92M Buy
74,013
+3,156
+4% +$183K 0.24% 54
2018
Q1 		$4.32M Hold
70,857
– – 0.28% 53
2017
Q4 		$5M Sell
70,857
-21,489
-23% -$1.48M 0.32% 49
2017
Q3 		$5.94M Sell
92,346
-10,497
-10% -$675K 0.41% 36
2017
Q2 		$6.59M Buy
102,843
+17,278
+20% +$1.1M 0.48% 34
2017
Q1 		$5.4M Sell
85,565
-45,592
-35% -$2.78M 0.42% 36
2016
Q4 		$7.59M Buy
131,157
+24,216
+23% +$1.36M 0.62% 27
2016
Q3 		$5.51M Buy
106,941
+6,571
+7% +$307K 0.47% 34
2016
Q2 		$4.13M Buy
100,370
+307
+0.3% +$13K 0.37% 41
2016
Q1 		$3.95M Buy
100,063
+165
+0.2% +$6.35K 0.36% 41
2015
Q4 		$4.49M Buy
99,898
+11
+0% +$537 0.41% 35
2015
Q3 		$4.73M Buy
99,887
+90,505
+965% +$4.69M 0.45% 35
2015
Q2 		$481K Hold
9,382
– – 0.04% 184
2015
Q1 		$482K Hold
9,382
– – 0.05% 183
2014
Q4 		$487K Hold
9,382
– – 0.05% 181
2014
Q3 		$492K Buy
9,382
+2,060
+28% +$108K 0.05% 174
2014
Q2 		$370K Buy
7,322
+225
+3% +$10.6K 0.04% 198
2014
Q1 		$326K Sell
7,097
-100
-1% -$4.58K 0.04% 208
2013
Q4 		$355K Buy
7,197
+100
+1% +$4.75K 0.04% 198
2013
Q3 		$304K Buy
7,097
+190
+3% +$7.92K 0.04% 193
2013
Q2 		$259K Buy
+6,907
New +$253K 0.03% 191

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AMG National Trust Bank's PFG Position: Q1 2026 in Review

AMG National Trust Bank increased its Principal Financial Group (PFG) stake by 2.1% in Q1 2026, buying an estimated $262K and bringing the position to 138,056 shares worth $12.4M. The position accounts for 0.27% of the portfolio, ranked #62.

AMG National Trust Bank first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • AMG National Trust Bank held 138,056 shares of Principal Financial Group worth $12.4M as of Q1 2026.
  • AMG National Trust Bank bought 2,861 Principal Financial Group shares in Q1 2026, an estimated $262K.
  • Principal Financial Group made up 0.27% of AMG National Trust Bank's portfolio in Q1 2026, its #62 holding.
  • AMG National Trust Bank first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.