Riverview Trust Company’s Principal Financial Group PFG Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-396	Closed	-$33.4K	–	486
2025 Q1	$33.4K	Hold	396	–	–	0.03%	280
2024 Q4	$30.7K	Hold	396	–	–	0.03%	306
2024 Q3	$34K	Hold	396	–	–	0.03%	305
2024 Q2	$31.1K	Hold	396	–	–	0.03%	302
2024 Q1	$34.2K	Buy	+396	New	+$31.8K	0.03%	304
2023 Q4	–	Sell	-396	Closed	-$28.5K	–	485
2023 Q3	$28.5K	Hold	396	–	–	0.03%	312
2023 Q2	$30K	Hold	396	–	–	0.03%	274
2023 Q1	$29.4K	Hold	396	–	–	0.03%	281
2022 Q4	$33K	Hold	396	–	–	0.03%	268
2022 Q3	$29K	Hold	396	–	–	0.03%	284
2022 Q2	$26K	Hold	396	–	–	0.02%	322
2022 Q1	$29K	Buy	+396	New	+$28.7K	0.02%	334

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riverview Trust Company's PFG Position: Q2 2025 in Review

Riverview Trust Company sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 396 shares — an estimated $33.4K sold.

Riverview Trust Company first reported a position in PFG in Q1 2022 and held it in 12 quarters. The position peaked at $34.2K in Q1 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Riverview Trust Company reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 396 Principal Financial Group shares in Q2 2025, an estimated $33.4K.
Riverview Trust Company first reported a position in Principal Financial Group in Q1 2022 and held it in 12 quarters.
Riverview Trust Company's Principal Financial Group position peaked at $34.2K in Q1 2024.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.