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 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

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 Community Trust's PFG Position: Q2 2026 in Review

First Community Trust reduced its Principal Financial Group (PFG) stake by 81% in Q2 2026, selling an estimated $42.3K and leaving 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

First Community Trust first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $79.5K in Q4 2023. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

First Community Trust held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
First Community Trust sold 417 Principal Financial Group shares in Q2 2026, an estimated $42.3K.
Principal Financial Group made up ﹤0.01% of First Community Trust's portfolio in Q2 2026, its #276 holding.
First Community Trust first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Principal Financial Group position peaked at $79.5K in Q4 2023.
260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.