Country Trust Bank’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.8K | Hold |
221
| – | – | ﹤0.01% | 260 |
|
|
2026
Q1 | $19.9K | Hold |
221
| – | – | ﹤0.01% | 253 |
|
|
2025
Q4 | $19.5K | Hold |
221
| – | – | ﹤0.01% | 255 |
|
|
2025
Q3 | $18.3K | Buy |
+221
| New | +$17.7K | ﹤0.01% | 267 |
|
|
2021
Q2 | – | Sell |
-184
| Closed | -$11K | – | 406 |
|
|
2021
Q1 | $11K | Sell |
184
-38
| -17% | -$2.12K | ﹤0.01% | 288 |
|
|
2020
Q4 | $11K | Buy |
222
+38
| +21% | +$1.74K | ﹤0.01% | 277 |
|
|
2020
Q3 | $7K | Hold |
184
| – | – | ﹤0.01% | 262 |
|
|
2020
Q2 | $8K | Hold |
184
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $6K | Hold |
184
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $10K | Hold |
184
| – | – | ﹤0.01% | 220 |
|
|
2019
Q3 | $11K | Hold |
184
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $11K | Hold |
184
| – | – | ﹤0.01% | 200 |
|
|
2019
Q1 | $9K | Hold |
184
| – | – | ﹤0.01% | 215 |
|
|
2018
Q4 | $8K | Hold |
184
| – | – | ﹤0.01% | 239 |
|
|
2018
Q3 | $11K | Hold |
184
| – | – | ﹤0.01% | 213 |
|
|
2018
Q2 | $10K | Hold |
184
| – | – | ﹤0.01% | 209 |
|
|
2018
Q1 | $11K | Hold |
184
| – | – | ﹤0.01% | 209 |
|
|
2017
Q4 | $13K | Hold |
184
| – | – | ﹤0.01% | 190 |
|
|
2017
Q3 | $12K | Hold |
184
| – | – | ﹤0.01% | 187 |
|
|
2017
Q2 | $12K | Hold |
184
| – | – | ﹤0.01% | 178 |
|
|
2017
Q1 | $12K | Hold |
184
| – | – | ﹤0.01% | 165 |
|
|
2016
Q4 | $11K | Hold |
184
| – | – | ﹤0.01% | 181 |
|
|
2016
Q3 | $9K | Hold |
184
| – | – | ﹤0.01% | 182 |
|
|
2016
Q2 | $8K | Hold |
184
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $7K | Hold |
184
| – | – | ﹤0.01% | 182 |
|
|
2015
Q4 | $8K | Hold |
184
| – | – | ﹤0.01% | 186 |
|
|
2015
Q3 | $9K | Hold |
184
| – | – | ﹤0.01% | 188 |
|
|
2015
Q2 | $9K | Hold |
184
| – | – | ﹤0.01% | 203 |
|
|
2015
Q1 | $9K | Hold |
184
| – | – | ﹤0.01% | 189 |
|
|
2014
Q4 | $9.56K | Hold |
184
| – | – | ﹤0.01% | 164 |
|
|
2014
Q3 | $9.65K | Hold |
184
| – | – | ﹤0.01% | 167 |
|
|
2014
Q2 | $9.29K | Buy |
+184
| New | +$8.66K | ﹤0.01% | 167 |
|
Other funds holding PFG
NLI
Country Trust Bank's PFG Position: Q2 2026 in Review
Country Trust Bank held its Principal Financial Group (PFG) position steady in Q2 2026 at 221 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #260.
Country Trust Bank first reported a position in PFG in Q2 2014 and has held it in 32 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Country Trust Bank held 221 shares of Principal Financial Group worth $23.8K as of Q2 2026.
- Country Trust Bank left its Principal Financial Group share count unchanged in Q2 2026.
- Principal Financial Group made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #260 holding.
- Country Trust Bank first reported a position in Principal Financial Group in Q2 2014 and has held it in 32 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.