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

Security National 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	$68K	Sell	631 -329	-34%	-$33.4K	0.01%	219
2026 Q1	$86.5K	Hold	960	–	–	0.01%	196
2025 Q4	$84.7K	Hold	960	–	–	0.01%	194
2025 Q3	$79.6K	Hold	960	–	–	0.01%	203
2025 Q2	$76.3K	Sell	960 -1,835	-66%	-$141K	0.01%	188
2025 Q1	$236K	Hold	2,795	–	–	0.04%	112
2024 Q4	$216K	Hold	2,795	–	–	0.03%	109
2024 Q3	$240K	Hold	2,795	–	–	0.03%	109
2024 Q2	$219K	Hold	2,795	–	–	0.03%	106
2024 Q1	$241K	Hold	2,795	–	–	0.04%	100
2023 Q4	$220K	Hold	2,795	–	–	0.05%	106
2023 Q3	$203K	Hold	2,795	–	–	0.06%	101
2023 Q2	$212K	Hold	2,795	–	–	0.05%	102
2023 Q1	$208K	Hold	2,795	–	–	0.06%	97
2022 Q4	$235K	Sell	2,795 -110	-4%	-$9.44K	0.06%	93
2022 Q3	$210K	Buy	+2,905	New	+$209K	0.06%	96
2022 Q2	–	Sell	-2,905	Closed	-$213K	–	105
2022 Q1	$213K	Hold	2,905	–	–	0.05%	102
2021 Q4	$210K	Buy	+2,905	New	+$203K	0.05%	104
2021 Q1	–	Sell	-4,257	Closed	-$211K	–	98
2020 Q4	$211K	Buy	+4,257	New	+$195K	0.07%	71

Other funds holding PFG

NLI

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

WCM

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

FWIA

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Security National Bank's PFG Position: Q2 2026 in Review

Security National Bank reduced its Principal Financial Group (PFG) stake by 34% in Q2 2026, selling an estimated $33.4K and leaving 631 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #219.

Security National Bank first reported a position in PFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $241K in Q1 2024. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Security National Bank held 631 shares of Principal Financial Group worth $68K as of Q2 2026.
Security National Bank sold 329 Principal Financial Group shares in Q2 2026, an estimated $33.4K.
Principal Financial Group made up 0.01% of Security National Bank's portfolio in Q2 2026, its #219 holding.
Security National Bank first reported a position in Principal Financial Group in Q4 2020 and has held it in 19 quarters since.
Security National Bank's Principal Financial Group position peaked at $241K in Q1 2024.
205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.