Midwest Heritage Bank’s Principal Financial Group PFG Stock Holding History

Midwest Heritage 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	$341K	Buy	3,168 +13	+0.4%	+$1.32K	0.1%	43
2026 Q1	$284K	Buy	+3,155	New	+$288K	0.09%	44
2025 Q2	–	Sell	-2,803	Closed	-$236K	–	62
2025 Q1	$236K	Buy	+2,803	New	+$233K	0.1%	52

Other funds holding PFG

NLI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Midwest Heritage Bank's PFG Position: Q2 2026 in Review

Midwest Heritage Bank increased its Principal Financial Group (PFG) stake by 0.41% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,168 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #43.

Midwest Heritage Bank first reported a position in PFG in Q1 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Midwest Heritage Bank held 3,168 shares of Principal Financial Group worth $341K as of Q2 2026.
Midwest Heritage Bank bought 13 Principal Financial Group shares in Q2 2026, an estimated $1.32K.
Principal Financial Group made up 0.1% of Midwest Heritage Bank's portfolio in Q2 2026, its #43 holding.
Midwest Heritage Bank first reported a position in Principal Financial Group in Q1 2025 and has held it in 3 quarters since.
469 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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