Central Trust Company’s Principal Financial Group PFG Stock Holding History

Central Trust Company’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	$154K	Sell	1,714 -23	-1%	-$2.1K	﹤0.01%	640
2025 Q4	$153K	Sell	1,737 -8	-0.5%	-$675	﹤0.01%	629
2025 Q3	$145K	Buy	1,745 +65	+4%	+$5.2K	﹤0.01%	632
2025 Q2	$133K	Sell	1,680 -50	-3%	-$3.84K	﹤0.01%	627
2025 Q1	$146K	Hold	1,730	–	–	﹤0.01%	615
2024 Q4	$134K	Buy	1,730 +151	+10%	+$12.7K	﹤0.01%	614
2024 Q3	$136K	Sell	1,579 -1,600	-50%	-$129K	﹤0.01%	605
2024 Q2	$249K	Hold	3,179	–	–	0.01%	512
2024 Q1	$274K	Buy	3,179 +151	+5%	+$12.1K	0.01%	515
2023 Q4	$238K	Hold	3,028	–	–	0.01%	523
2023 Q3	$218K	Sell	3,028 -37	-1%	-$2.87K	0.01%	531
2023 Q2	$232K	Buy	3,065 +1,500	+96%	+$108K	0.01%	535
2023 Q1	$116K	Buy	1,565 +137	+10%	+$11.6K	﹤0.01%	636
2022 Q4	$120K	Hold	1,428	–	–	﹤0.01%	613
2022 Q3	$103K	Hold	1,428	–	–	﹤0.01%	643
2022 Q2	$95K	Sell	1,428 -40	-3%	-$2.81K	﹤0.01%	653
2022 Q1	$108K	Buy	1,468 +400	+37%	+$29K	﹤0.01%	679
2021 Q4	$77K	Buy	1,068 +100	+10%	+$6.98K	﹤0.01%	729
2021 Q3	$62K	Sell	968 -100	-9%	-$6.42K	﹤0.01%	734
2021 Q2	$67K	Hold	1,068	–	–	﹤0.01%	693
2021 Q1	$64K	Hold	1,068	–	–	﹤0.01%	678
2020 Q4	$53K	Sell	1,068 -100	-9%	-$4.58K	﹤0.01%	680
2020 Q3	$47K	Sell	1,168 -300	-20%	-$12.8K	﹤0.01%	665
2020 Q2	$61K	Hold	1,468	–	–	﹤0.01%	603
2020 Q1	$46K	Hold	1,468	–	–	﹤0.01%	624
2019 Q4	$81K	Hold	1,468	–	–	﹤0.01%	600
2019 Q3	$84K	Sell	1,468 -200	-12%	-$11.3K	﹤0.01%	576
2019 Q2	$97K	Hold	1,668	–	–	0.01%	562
2019 Q1	$84K	Sell	1,668 -6	-0.4%	-$297	0.01%	557
2018 Q4	$74K	Sell	1,674 -26	-2%	-$1.28K	﹤0.01%	572
2018 Q3	$100K	Hold	1,700	–	–	0.01%	568
2018 Q2	$90K	Hold	1,700	–	–	0.01%	566
2018 Q1	$104K	Hold	1,700	–	–	0.01%	561
2017 Q4	$120K	Hold	1,700	–	–	0.01%	556
2017 Q3	$109K	Hold	1,700	–	–	0.01%	552
2017 Q2	$109K	Sell	1,700 -476	-22%	-$30.2K	0.01%	541
2017 Q1	$137K	Buy	2,176 +52	+2%	+$3.17K	0.01%	513
2016 Q4	$123K	Buy	2,124 +850	+67%	+$47.6K	0.01%	529
2016 Q3	$66K	Sell	1,274 -578	-31%	-$27K	﹤0.01%	601
2016 Q2	$76K	Sell	1,852 -302	-14%	-$12.7K	0.01%	579
2016 Q1	$85K	Sell	2,154 -3,856	-64%	-$148K	0.01%	566
2015 Q4	$270K	Buy	6,010 +1,001	+20%	+$48.9K	0.02%	381
2015 Q3	$237K	Buy	5,009 +3,641	+266%	+$189K	0.02%	393
2015 Q2	$70K	Hold	1,368	–	–	0.01%	601
2015 Q1	$70K	Sell	1,368 -125	-8%	-$6.28K	0.01%	586
2014 Q4	$78K	Sell	1,493 -300	-17%	-$15.6K	0.01%	567
2014 Q3	$94K	Buy	1,793 +80	+5%	+$4.18K	0.01%	547
2014 Q2	$86K	Hold	1,713	–	–	0.01%	560
2014 Q1	$79K	Sell	1,713 -65	-4%	-$2.98K	0.01%	565
2013 Q4	$88K	Hold	1,778	–	–	0.01%	541
2013 Q3	$76K	Hold	1,778	–	–	0.01%	556
2013 Q2	$67K	Buy	+1,778	New	+$65K	0.01%	540

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Central Trust Company's PFG Position: Q1 2026 in Review

Central Trust Company reduced its Principal Financial Group (PFG) stake by 1.3% in Q1 2026, selling an estimated $2.1K and leaving 1,714 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Central Trust Company first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $274K in Q1 2024. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Central Trust Company held 1,714 shares of Principal Financial Group worth $154K as of Q1 2026.
Central Trust Company sold 23 Principal Financial Group shares in Q1 2026, an estimated $2.1K.
Principal Financial Group made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #640 holding.
Central Trust Company first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
Central Trust Company's Principal Financial Group position peaked at $274K in Q1 2024.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.