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CoreFirst Bank & Trust’s Principal Financial Group PFG Stock Holding History

CoreFirst Bank & Trust’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 		$16.2K Hold
150
– – 0.01% 244
2026
Q1 		$13.5K Hold
150
– – 0.01% 258
2025
Q4 		$13.2K Hold
150
– – 0.01% 269
2025
Q3 		$12.4K Hold
150
– – 0.01% 289
2025
Q2 		$11.9K Buy
+150
New +$11.5K 0.01% 296
2025
Q1 		– Sell
-150
Closed -$11.6K – 286
2024
Q4 		$11.6K Hold
150
– – 0.01% 302
2024
Q3 		$12.9K Buy
+150
New +$12.1K 0.01% 286
2024
Q2 		– Sell
-150
Closed -$12.9K – 297
2024
Q1 		$12.9K Hold
150
– – 0.01% 295
2023
Q4 		$11.8K Sell
150
-47
-24% -$3.4K 0.01% 300
2023
Q3 		$14.2K Hold
197
– – 0.01% 310
2023
Q2 		$14.9K Hold
197
– – 0.01% 294
2023
Q1 		$14.6K Hold
197
– – 0.01% 295
2022
Q4 		$16.5K Hold
197
– – 0.01% 304
2022
Q3 		$14K Buy
+197
New +$14.2K 0.01% 306
2022
Q1 		– Sell
-655
Closed -$47K – 415
2021
Q4 		$47K Hold
655
– – 0.03% 260
2021
Q3 		$42K Hold
655
– – 0.03% 272
2021
Q2 		$41K Hold
655
– – 0.03% 281
2021
Q1 		$39K Sell
655
-212
-24% -$11.8K 0.03% 276
2020
Q4 		$43K Buy
+867
New +$39.7K 0.03% 244

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CoreFirst Bank & Trust's PFG Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 150 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #244.

CoreFirst Bank & Trust first reported a position in PFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $47K in Q4 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CoreFirst Bank & Trust held 150 shares of Principal Financial Group worth $16.2K as of Q2 2026.
  • CoreFirst Bank & Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #244 holding.
  • CoreFirst Bank & Trust first reported a position in Principal Financial Group in Q4 2020 and has held it in 19 quarters since.
  • CoreFirst Bank & Trust's Principal Financial Group position peaked at $47K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.