City State Bank’s Principal Financial Group PFG Stock Holding History

City State 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 Q2	$856K	Hold	7,938	–	–	0.2%	95
2026 Q1	$715K	Hold	7,938	–	–	0.19%	97
2025 Q4	$700K	Sell	7,938 -100	-1%	-$8.44K	0.19%	100
2025 Q3	$666K	Sell	8,038 -264	-3%	-$21.1K	0.19%	105
2025 Q2	$659K	Sell	8,302 -405	-5%	-$31.1K	0.21%	99
2025 Q1	$735K	Sell	8,707 -150	-2%	-$12.5K	0.24%	85
2024 Q4	$686K	Sell	8,857 -545	-6%	-$45.9K	0.24%	85
2024 Q3	$808K	Buy	9,402 +840	+10%	+$67.8K	0.29%	75
2024 Q2	$672K	Buy	8,562 +346	+4%	+$28.1K	0.27%	85
2024 Q1	$709K	Buy	8,216 +141	+2%	+$11.3K	0.31%	75
2023 Q4	$635K	Buy	8,075 +650	+9%	+$47.1K	0.32%	76
2023 Q3	$535K	Sell	7,425 -13	-0.2%	-$1.01K	0.29%	82
2023 Q2	$564K	Sell	7,438 -220	-3%	-$15.9K	0.3%	77
2023 Q1	$569K	Buy	7,658 +535	+8%	+$45.4K	0.33%	77
2022 Q4	$598K	Sell	7,123 -1,140	-14%	-$97.8K	0.37%	75
2022 Q3	$596K	Sell	8,263 -200	-2%	-$14.4K	0.42%	61
2022 Q2	$565K	Buy	8,463 +1,872	+28%	+$132K	0.39%	66
2022 Q1	$484K	Sell	6,591 -2,248	-25%	-$163K	0.29%	94
2021 Q4	$639K	Buy	+8,839	New	+$617K	0.39%	70

Other funds holding PFG

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return