BankPlus Trust Department’s Principal Financial Group PFG Stock Holding History

BankPlus Trust Department’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 Q2	$45.5K	Hold	422	–	–	0.01%	281
2026 Q1	$38K	Hold	422	–	–	0.01%	285
2025 Q4	$37.2K	Hold	422	–	–	0.01%	275
2025 Q3	$35K	Hold	422	–	–	0.01%	276
2025 Q2	$33.5K	Hold	422	–	–	0.01%	265
2025 Q1	$35.6K	Hold	422	–	–	0.01%	253
2024 Q4	$32.7K	Buy	+422	New	+$35.6K	0.01%	260

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BankPlus Trust Department's PFG Position: Q2 2026 in Review

BankPlus Trust Department held its Principal Financial Group (PFG) position steady in Q2 2026 at 422 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #281.

BankPlus Trust Department first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

BankPlus Trust Department held 422 shares of Principal Financial Group worth $45.5K as of Q2 2026.
BankPlus Trust Department left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #281 holding.
BankPlus Trust Department first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.