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Iowa State Bank’s Principal Financial Group PFG Stock Holding History

Iowa State 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 		$590K Sell
5,477
-30
-0.5% -$3.05K 0.1% 94
2026
Q1 		$496K Sell
5,507
-223
-4% -$20.4K 0.09% 94
2025
Q4 		$505K Hold
5,730
– – 0.09% 95
2025
Q3 		$475K Sell
5,730
-38
-0.7% -$3.04K 0.09% 99
2025
Q2 		$458K Sell
5,768
-261
-4% -$20K 0.09% 102
2025
Q1 		$509K Sell
6,029
-563
-9% -$46.8K 0.11% 99
2024
Q4 		$510K Hold
6,592
– – 0.11% 89
2024
Q3 		$566K Sell
6,592
-145
-2% -$11.7K 0.12% 93
2024
Q2 		$529K Sell
6,737
-1,233
-15% -$100K 0.12% 89
2024
Q1 		$688K Sell
7,970
-32,536
-80% -$2.61M 0.15% 88
2023
Q4 		$3.19M Sell
40,506
-109
-0.3% -$7.89K 0.76% 47
2023
Q3 		$2.93M Sell
40,615
-683
-2% -$53K 0.76% 49
2023
Q2 		$3.13M Buy
41,298
+236
+0.6% +$17K 0.79% 46
2023
Q1 		$3.05M Sell
41,062
-1,812
-4% -$154K 0.76% 49
2022
Q4 		$3.6M Sell
42,874
-743
-2% -$63.7K 0.9% 40
2022
Q3 		$3.15M Sell
43,617
-17,411
-29% -$1.25M 0.89% 44
2022
Q2 		$4.08M Sell
61,028
-1,518
-2% -$107K 1.08% 31
2022
Q1 		$4.59M Sell
62,546
-2,973
-5% -$215K 1.06% 33
2021
Q4 		$4.74M Sell
65,519
-727
-1% -$50.7K 1.12% 31
2021
Q3 		$4.27M Sell
66,246
-2,978
-4% -$191K 1.19% 29
2021
Q2 		$4.38M Sell
69,224
-1,468
-2% -$93.9K 1.23% 26
2021
Q1 		$4.24M Sell
70,692
-21,069
-23% -$1.17M 1.28% 25
2020
Q4 		$4.55M Sell
91,761
-212
-0.2% -$9.71K 1.51% 19
2020
Q3 		$3.7M Buy
91,973
+179
+0.2% +$7.63K 1.43% 24
2020
Q2 		$3.81M Sell
91,794
-192
-0.2% -$7K 1.66% 21
2020
Q1 		$2.88M Sell
91,986
-1,010
-1% -$47.8K 1.36% 27
2019
Q4 		$5.12M Sell
92,996
-1,538
-2% -$84.2K 1.82% 19
2019
Q3 		$5.4M Buy
94,534
+857
+0.9% +$48.2K 2.05% 12
2019
Q2 		$5.43M Sell
93,677
-635
-0.7% -$35K 2.41% 12
2019
Q1 		$4.73M Sell
94,312
-469
-0.5% -$23.2K 2.17% 16
2018
Q4 		$4.19M Buy
94,781
+2,067
+2% +$102K 2.11% 18
2018
Q3 		$5.43M Buy
92,714
+1,997
+2% +$111K 2.42% 13
2018
Q2 		$4.8M Sell
90,717
-208
-0.2% -$12.1K 2.3% 14
2018
Q1 		$5.54M Sell
90,925
-3,246
-3% -$214K 2.69% 9
2017
Q4 		$6.64M Sell
94,171
-853
-0.9% -$58.8K 2.99% 5
2017
Q3 		$6.11M Sell
95,024
-1,400
-1% -$90K 2.88% 5
2017
Q2 		$6.18M Sell
96,424
-3,042
-3% -$193K 2.96% 3
2017
Q1 		$6.28M Buy
99,466
+1,494
+2% +$91.1K 3.07% 3
2016
Q4 		$5.67M Buy
97,972
+1,354
+1% +$75.9K 2.91% 5
2016
Q3 		$4.98M Sell
96,618
-1,039
-1% -$48.6K 2.66% 7
2016
Q2 		$4.01M Buy
97,657
+1,770
+2% +$74.7K 2.17% 21
2016
Q1 		$3.78M Buy
95,887
+2,505
+3% +$96.4K 2.14% 21
2015
Q4 		$4.2M Buy
93,382
+9,595
+11% +$468K 2.49% 9
2015
Q3 		$3.97M Buy
83,787
+210
+0.3% +$10.9K 2.71% 8
2015
Q2 		$4.29M Buy
83,577
+1,220
+1% +$63.3K 2.7% 7
2015
Q1 		$4.23M Sell
82,357
-245
-0.3% -$12.3K 2.69% 7
2014
Q4 		$4.29M Buy
82,602
+9,077
+12% +$471K 2.71% 7
2014
Q3 		$3.86M Sell
73,525
-153
-0.2% -$8K 2.58% 10
2014
Q2 		$3.72M Buy
73,678
+1,565
+2% +$73.7K 2.51% 10
2014
Q1 		$3.32M Buy
72,113
+3,500
+5% +$160K 2.36% 16
2013
Q4 		$3.38M Buy
68,613
+2,013
+3% +$95.6K 2.48% 11
2013
Q3 		$2.85M Buy
66,600
+485
+0.7% +$20.2K 2.24% 16
2013
Q2 		$2.48M Buy
+66,115
New +$2.42M 2.04% 21

Other funds holding PFG

BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Iowa State Bank's PFG Position: Q2 2026 in Review

Iowa State Bank reduced its Principal Financial Group (PFG) stake by 0.54% in Q2 2026, selling an estimated $3.05K and leaving 5,477 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #94.

Iowa State Bank first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.64M in Q4 2017. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Iowa State Bank held 5,477 shares of Principal Financial Group worth $590K as of Q2 2026.
  • Iowa State Bank sold 30 Principal Financial Group shares in Q2 2026, an estimated $3.05K.
  • Principal Financial Group made up 0.1% of Iowa State Bank's portfolio in Q2 2026, its #94 holding.
  • Iowa State Bank first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Iowa State Bank's Principal Financial Group position peaked at $6.64M in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.