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

First Nebraska 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	$267K	Hold	2,479	–	–	0.02%	207
2026 Q1	$223K	Sell	2,479 -50	-2%	-$4.57K	0.02%	209
2025 Q4	$223K	Hold	2,529	–	–	0.02%	204
2025 Q3	$210K	Hold	2,529	–	–	0.02%	198
2025 Q2	$201K	Sell	2,529 -20	-0.8%	-$1.53K	0.02%	194
2025 Q1	$215K	Buy	+2,549	New	+$212K	0.02%	186
2018 Q1	–	Sell	-3,151	Closed	-$222K	–	145
2017 Q4	$222K	Sell	3,151 -20	-0.6%	-$1.38K	0.05%	132
2017 Q3	$204K	Buy	+3,171	New	+$204K	0.04%	136
2014 Q4	–	Sell	-3,914	Closed	-$205K	–	106
2014 Q3	$205K	Buy	+3,914	New	+$205K	0.06%	93
2013 Q4	–	Sell	-4,725	Closed	-$202K	–	93
2013 Q3	$202K	Buy	+4,725	New	+$197K	0.07%	87

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Nebraska Trust's PFG Position: Q2 2026 in Review

First Nebraska Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,479 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #207.

First Nebraska Trust first reported a position in PFG in Q3 2013 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

First Nebraska Trust held 2,479 shares of Principal Financial Group worth $267K as of Q2 2026.
First Nebraska Trust left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #207 holding.
First Nebraska Trust first reported a position in Principal Financial Group in Q3 2013 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.