Security National Bank of So Dak’s Principal Financial Group PFG Stock Holding History

Security National Bank of So Dak’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	$270K	Hold	3,000	–	–	0.13%	107
2025 Q4	$265K	Hold	3,000	–	–	0.13%	99
2025 Q3	$249K	Hold	3,000	–	–	0.13%	100
2025 Q2	$238K	Sell	3,000 -121	-4%	-$9.29K	0.13%	104
2025 Q1	$263K	Buy	3,121 +121	+4%	+$10.1K	0.15%	96
2024 Q4	$232K	Hold	3,000	–	–	0.13%	99
2024 Q3	$258K	Hold	3,000	–	–	0.14%	87
2024 Q2	$235K	Hold	3,000	–	–	0.14%	90
2024 Q1	$259K	Hold	3,000	–	–	0.16%	89
2023 Q4	$236K	Hold	3,000	–	–	0.16%	92
2023 Q3	$216K	Hold	3,000	–	–	0.16%	93
2023 Q2	$228K	Buy	+3,000	New	+$216K	0.16%	94
2022 Q4	$252K	Hold	3,000	–	–	0.18%	88
2022 Q3	$216K	Hold	3,000	–	–	0.19%	85
2022 Q2	$200K	Hold	3,000	–	–	0.17%	91
2022 Q1	$220K	Buy	+3,000	New	+$217K	0.15%	90

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Security National Bank of So Dak's PFG Position: Q1 2026 in Review

Security National Bank of So Dak held its Principal Financial Group (PFG) position steady in Q1 2026 at 3,000 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #107.

Security National Bank of So Dak first reported a position in PFG in Q1 2022 and has held it in 16 quarters since. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Security National Bank of So Dak held 3,000 shares of Principal Financial Group worth $270K as of Q1 2026.
Security National Bank of So Dak left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up 0.13% of Security National Bank of So Dak's portfolio in Q1 2026, its #107 holding.
Security National Bank of So Dak first reported a position in Principal Financial Group in Q1 2022 and has held it in 16 quarters since.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.