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

First 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 		$778K Buy
7,216
+4,934
+216% +$501K 0.11% 129
2026
Q1 		$206K Buy
+2,282
New +$209K 0.03% 250

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

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

First Bank & Trust increased its Principal Financial Group (PFG) stake by 216% in Q2 2026, buying an estimated $501K and bringing the position to 7,216 shares worth $778K. The position accounts for 0.11% of the portfolio, ranked #129.

First Bank & Trust first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • First Bank & Trust held 7,216 shares of Principal Financial Group worth $778K as of Q2 2026.
  • First Bank & Trust bought 4,934 Principal Financial Group shares in Q2 2026, an estimated $501K.
  • Principal Financial Group made up 0.11% of First Bank & Trust's portfolio in Q2 2026, its #129 holding.
  • First Bank & Trust first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.