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Bank of Ann Arbor’s Principal Financial Group PFG Stock Holding History

Bank of Ann Arbor’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 		$67.2K Buy
+600
New +$67.9K 0.01% 280

Other funds holding PFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Ann Arbor's PFG Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Principal Financial Group (PFG) in Q3 2026: 600 shares worth $67.2K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Bank of Ann Arbor held 600 shares of Principal Financial Group worth $67.2K as of Q3 2026.
  • Principal Financial Group was a new Bank of Ann Arbor position in Q3 2026.
  • Principal Financial Group made up 0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #280 holding.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.