First Citizens Financial Corp’s Principal Financial Group PFG Stock Holding History

First Citizens Financial Corp’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	$365K	Sell	3,388 -16	-0.5%	-$1.63K	0.15%	105
2026 Q1	$307K	Sell	3,404 -250	-7%	-$22.9K	0.14%	109
2025 Q4	$322K	Buy	3,654 +167	+5%	+$14.1K	0.16%	106
2025 Q3	$289K	Sell	3,487 -35	-1%	-$2.8K	0.14%	105
2025 Q2	$280K	Hold	3,522	–	–	0.15%	106
2025 Q1	$297K	Hold	3,522	–	–	0.17%	97
2024 Q4	$273K	Buy	3,522 +261	+8%	+$22K	0.15%	98
2024 Q3	$280K	Hold	3,261	–	–	0.15%	98
2024 Q2	$256K	Hold	3,261	–	–	0.15%	97
2024 Q1	$281K	Hold	3,261	–	–	0.17%	93
2023 Q4	$257K	Hold	3,261	–	–	0.16%	97
2023 Q3	$235K	Hold	3,261	–	–	0.17%	99
2023 Q2	$247K	Buy	+3,261	New	+$235K	0.17%	97
2022 Q4	$277K	Buy	3,306 +507	+18%	+$43.5K	0.24%	80
2022 Q3	$202K	Buy	+2,799	New	+$201K	0.2%	88

Other funds holding PFG

NLI

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

WCM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

First Citizens Financial Corp's PFG Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Principal Financial Group (PFG) stake by 0.47% in Q2 2026, selling an estimated $1.63K and leaving 3,388 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #105.

First Citizens Financial Corp first reported a position in PFG in Q3 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

First Citizens Financial Corp held 3,388 shares of Principal Financial Group worth $365K as of Q2 2026.
First Citizens Financial Corp sold 16 Principal Financial Group shares in Q2 2026, an estimated $1.63K.
Principal Financial Group made up 0.15% of First Citizens Financial Corp's portfolio in Q2 2026, its #105 holding.
First Citizens Financial Corp first reported a position in Principal Financial Group in Q3 2022 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.