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 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 $5.72T AUM 30.48% 1-Year Est. Return

NLI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Nebraska Trust's PFG Position: Q1 2026 in Review

First Nebraska Trust reduced its Principal Financial Group (PFG) stake by 2% in Q1 2026, selling an estimated $4.57K and leaving 2,479 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #209.

First Nebraska Trust first reported a position in PFG in Q3 2013 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

First Nebraska Trust held 2,479 shares of Principal Financial Group worth $223K as of Q1 2026.
First Nebraska Trust sold 50 Principal Financial Group shares in Q1 2026, an estimated $4.57K.
Principal Financial Group made up 0.02% of First Nebraska Trust's portfolio in Q1 2026, its #209 holding.
First Nebraska Trust first reported a position in Principal Financial Group in Q3 2013 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.