Central Pacific Bank - Trust Division’s Principal Financial Group PFG Stock Holding History

Central Pacific Bank - Trust Division’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	–	Sell	-3,077	Closed	-$332K	–	905
2026 Q2	$332K	Sell	3,077 -272	-8%	-$27.6K	0.03%	378
2026 Q1	$302K	Buy	3,349 +346	+12%	+$31.6K	0.04%	378
2025 Q4	$265K	Sell	3,003 -298	-9%	-$25.2K	0.03%	394
2025 Q3	$274K	Sell	3,301 -341	-9%	-$27.3K	0.03%	381
2025 Q2	$289K	Buy	3,642 +336	+10%	+$25.8K	0.04%	365
2025 Q1	$279K	Buy	+3,306	New	+$275K	0.04%	372

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

Central Pacific Bank - Trust Division's PFG Position: Q3 2026 in Review

Central Pacific Bank - Trust Division sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 3,077 shares — an estimated $332K sold.

Central Pacific Bank - Trust Division first reported a position in PFG in Q1 2025 and held it in 6 quarters. The position peaked at $332K in Q2 2026. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Central Pacific Bank - Trust Division reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
Central Pacific Bank - Trust Division sold 3,077 Principal Financial Group shares in Q3 2026, an estimated $332K.
Central Pacific Bank - Trust Division first reported a position in Principal Financial Group in Q1 2025 and held it in 6 quarters.
Central Pacific Bank - Trust Division's Principal Financial Group position peaked at $332K in Q2 2026.
39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.