First Community Trust
PFG icon

First Community Trust’s Principal Financial Group PFG Stock Holding History

First Community 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
Q3 		$11.2K Hold
100
– – ﹤0.01% 281
2026
Q2 		$10.8K Sell
100
-417
-81% -$42.3K ﹤0.01% 276
2026
Q1 		$46.6K Sell
517
-376
-42% -$34.4K 0.03% 183
2025
Q4 		$78.8K Buy
893
+417
+88% +$35.2K 0.06% 127
2025
Q3 		$39.5K Hold
476
– – 0.03% 192
2025
Q2 		$37.8K Sell
476
-341
-42% -$26.2K 0.03% 197
2025
Q1 		$68.9K Hold
817
– – 0.06% 141
2024
Q4 		$63.2K Hold
817
– – 0.05% 149
2024
Q3 		$70.2K Hold
817
– – 0.06% 145
2024
Q2 		$64.1K Hold
817
– – 0.05% 136
2024
Q1 		$70.5K Sell
817
-193
-19% -$15.5K 0.07% 123
2023
Q4 		$79.5K Hold
1,010
– – 0.09% 111
2023
Q3 		$72.8K Hold
1,010
– – 0.08% 115
2023
Q2 		$76.6K Buy
1,010
+376
+59% +$27.1K 0.09% 113
2023
Q1 		$47.1K Hold
634
– – 0.06% 145
2022
Q4 		$53K Buy
634
+341
+116% +$29.3K 0.06% 141
2022
Q3 		$21K Hold
293
– – 0.03% 187
2022
Q2 		$20K Hold
293
– – 0.02% 224
2022
Q1 		$22K Hold
293
– – 0.02% 235
2021
Q4 		$21.2K Buy
+293
New +$20.4K 0.02% 240

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

First Community Trust's PFG Position: Q3 2026 in Review

First Community Trust held its Principal Financial Group (PFG) position steady in Q3 2026 at 100 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

First Community Trust first reported a position in PFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $79.5K in Q4 2023. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • First Community Trust held 100 shares of Principal Financial Group worth $11.2K as of Q3 2026.
  • First Community Trust left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of First Community Trust's portfolio in Q3 2026, its #281 holding.
  • First Community Trust first reported a position in Principal Financial Group in Q4 2021 and has held it in 20 quarters since.
  • First Community Trust's Principal Financial Group position peaked at $79.5K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.