Hilltop National Bank’s Principal Financial Group PFG Stock Holding History

Hilltop National Bank’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	$647K	Sell	6,000 -299	-5%	-$30.4K	0.14%	136
2026 Q1	$568K	Hold	6,299	–	–	0.14%	142
2025 Q4	$556K	Hold	6,299	–	–	0.13%	135
2025 Q3	$522K	Hold	6,299	–	–	0.13%	139
2025 Q2	$500K	Buy	+6,299	New	+$484K	0.13%	142
2024 Q4	$488K	Hold	6,299	–	–	0.15%	130
2024 Q3	$541K	Hold	6,299	–	–	0.16%	127
2024 Q2	$494K	Hold	6,299	–	–	0.16%	136
2024 Q1	$544K	Buy	+6,299	New	+$506K	0.18%	135

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

Hilltop National Bank's PFG Position: Q2 2026 in Review

Hilltop National Bank reduced its Principal Financial Group (PFG) stake by 4.7% in Q2 2026, selling an estimated $30.4K and leaving 6,000 shares worth $647K. The position accounts for 0.14% of the portfolio, ranked #136.

Hilltop National Bank first reported a position in PFG in Q1 2024 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Hilltop National Bank held 6,000 shares of Principal Financial Group worth $647K as of Q2 2026.
Hilltop National Bank sold 299 Principal Financial Group shares in Q2 2026, an estimated $30.4K.
Principal Financial Group made up 0.14% of Hilltop National Bank's portfolio in Q2 2026, its #136 holding.
Hilltop National Bank first reported a position in Principal Financial Group in Q1 2024 and has held it in 9 quarters since.
233 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.