PFBT
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Parkside Financial Bank & Trust’s Principal Financial Group PFG Stock Holding History

Parkside Financial Bank & 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 		$49.3K Buy
547
+36
+7% +$3.29K ﹤0.01% 959
2025
Q4 		$45.1K Buy
511
+21
+4% +$1.77K ﹤0.01% 1000
2025
Q3 		$40.6K Sell
490
-4
-0.8% -$320 ﹤0.01% 1011
2025
Q2 		$39.2K Buy
494
+14
+3% +$1.07K ﹤0.01% 985
2025
Q1 		$40.5K Buy
480
+32
+7% +$2.66K 0.01% 908
2024
Q4 		$34.7K Hold
448
– – ﹤0.01% 924
2024
Q3 		$38.5K Sell
448
-144
-24% -$11.6K 0.01% 867
2024
Q2 		$46.4K Sell
592
-1
-0.2% -$81 0.01% 773
2024
Q1 		$51.2K Sell
593
-10
-2% -$803 0.01% 725
2023
Q4 		$47.4K Sell
603
-71
-11% -$5.14K 0.01% 700
2023
Q3 		$48.6K Hold
674
– – 0.01% 620
2023
Q2 		$51.1K Sell
674
-37
-5% -$2.67K 0.01% 604
2023
Q1 		$52.8K Buy
711
+3
+0.4% +$255 0.01% 575
2022
Q4 		$59.4K Buy
708
+47
+7% +$4.03K 0.02% 516
2022
Q3 		$47K Sell
661
-58
-8% -$4.17K 0.02% 540
2022
Q2 		$48K Buy
719
+156
+28% +$11K 0.01% 537
2022
Q1 		$42K Buy
563
+135
+32% +$9.77K 0.01% 594
2021
Q4 		$31K Buy
428
+16
+4% +$1.12K 0.01% 673
2021
Q3 		$27K Sell
412
-8
-2% -$514 0.01% 688
2021
Q2 		$27K Buy
420
+4
+1% +$256 0.01% 686
2021
Q1 		$25K Buy
416
+5
+1% +$279 0.01% 699
2020
Q4 		$20K Buy
411
+25
+6% +$1.15K 0.01% 725
2020
Q3 		$16K Sell
386
-14
-4% -$597 0.01% 716
2020
Q2 		$17K Sell
400
-32
-7% -$1.17K 0.01% 685
2020
Q1 		$14K Buy
432
+135
+45% +$6.39K 0.01% 649
2019
Q4 		$17K Buy
297
+18
+6% +$985 0.01% 702
2019
Q3 		$16K Buy
279
+12
+4% +$676 0.01% 684
2019
Q2 		$15K Buy
267
+79
+42% +$4.35K ﹤0.01% 713
2019
Q1 		$9K Sell
188
-42
-18% -$2.08K ﹤0.01% 817
2018
Q4 		$10K Buy
230
+177
+334% +$8.71K ﹤0.01% 748
2018
Q3 		$4K Sell
53
-46
-46% -$2.56K ﹤0.01% 953
2018
Q2 		$5K Buy
99
+5
+5% +$291 ﹤0.01% 892
2018
Q1 		$6K Buy
94
+29
+45% +$1.91K ﹤0.01% 826
2017
Q4 		$5K Hold
65
– – ﹤0.01% 860
2017
Q3 		$4K Hold
65
– – ﹤0.01% 889
2017
Q2 		$4K Hold
65
– – ﹤0.01% 902
2017
Q1 		$4K Hold
65
– – ﹤0.01% 872
2016
Q4 		$4K Buy
65
+21
+48% +$1.18K ﹤0.01% 881
2016
Q3 		$2K Hold
44
– – ﹤0.01% 966
2016
Q2 		$2K Hold
44
– – ﹤0.01% 937
2016
Q1 		$2K Sell
44
-2
-4% -$77 ﹤0.01% 914
2015
Q4 		$2K Sell
46
-7
-13% -$342 ﹤0.01% 921
2015
Q3 		$3K Buy
+53
New +$2.75K ﹤0.01% 870

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkside Financial Bank & Trust's PFG Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Principal Financial Group (PFG) stake by 7% in Q1 2026, buying an estimated $3.29K and bringing the position to 547 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Parkside Financial Bank & Trust first reported a position in PFG in Q3 2015 and has held it in 43 quarters since. The position peaked at $59.4K in Q4 2022. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Parkside Financial Bank & Trust held 547 shares of Principal Financial Group worth $49.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 36 Principal Financial Group shares in Q1 2026, an estimated $3.29K.
  • Principal Financial Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #959 holding.
  • Parkside Financial Bank & Trust first reported a position in Principal Financial Group in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Principal Financial Group position peaked at $59.4K in Q4 2022.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.