Pinnacle Bancorp’s Principal Financial Group PFG Stock Holding History

Pinnacle Bancorp’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	$102K	Hold	951	–	–	0.03%	350
2026 Q1	$85.7K	Hold	951	–	–	0.03%	360
2025 Q4	$83.9K	Hold	951	–	–	0.02%	350
2025 Q3	$78.8K	Hold	951	–	–	0.02%	363
2025 Q2	$75.5K	Hold	951	–	–	0.02%	363
2025 Q1	$80.2K	Hold	951	–	–	0.03%	337
2024 Q4	$73.6K	Hold	951	–	–	0.02%	354
2024 Q3	$81.7K	Hold	951	–	–	0.02%	330
2024 Q2	$74.6K	Hold	951	–	–	0.02%	331
2024 Q1	$82.1K	Hold	951	–	–	0.02%	315
2023 Q4	$74.8K	Hold	951	–	–	0.02%	319
2023 Q3	$68.5K	Hold	951	–	–	0.02%	312
2023 Q2	$72.1K	Hold	951	–	–	0.02%	307
2023 Q1	$70.7K	Hold	951	–	–	0.03%	304
2022 Q4	$80K	Hold	951	–	–	0.03%	281
2022 Q3	$69K	Hold	951	–	–	0.03%	278
2022 Q2	$64K	Hold	951	–	–	0.03%	291
2022 Q1	$70K	Hold	951	–	–	0.02%	300
2021 Q4	$69K	Hold	951	–	–	0.02%	304
2021 Q3	$61K	Hold	951	–	–	0.02%	314
2021 Q2	$60K	Hold	951	–	–	0.03%	322
2021 Q1	$57K	Hold	951	–	–	0.03%	315
2020 Q4	$47K	Hold	951	–	–	0.03%	330
2020 Q3	$38K	Hold	951	–	–	0.03%	342
2020 Q2	$40K	Sell	951 -320	-25%	-$11.7K	0.03%	318
2020 Q1	$40K	Hold	1,271	–	–	0.03%	287
2019 Q4	$70K	Hold	1,271	–	–	0.05%	251
2019 Q3	$73K	Buy	1,271 +320	+34%	+$18K	0.04%	246
2019 Q2	$55K	Hold	951	–	–	0.03%	284
2019 Q1	$48K	Hold	951	–	–	0.03%	308
2018 Q4	$42K	Buy	+951	New	+$46.8K	0.03%	312
2017 Q1	$61K	Buy	+973	New	+$59.3K	0.04%	250

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Bancorp's PFG Position: Q2 2026 in Review

Pinnacle Bancorp held its Principal Financial Group (PFG) position steady in Q2 2026 at 951 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #350.

Pinnacle Bancorp first reported a position in PFG in Q1 2017 and has held it in 32 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Pinnacle Bancorp held 951 shares of Principal Financial Group worth $102K as of Q2 2026.
Pinnacle Bancorp left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #350 holding.
Pinnacle Bancorp first reported a position in Principal Financial Group in Q1 2017 and has held it in 32 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.