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

Security National 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
2021 Q3	$7K	Hold	107	–	–	﹤0.01%	357
2021 Q2	$7K	Hold	107	–	–	﹤0.01%	368
2021 Q1	$6K	Buy	+107	New	+$5.96K	﹤0.01%	369
2018 Q1	–	Sell	-96	Closed	-$7K	–	399
2017 Q4	$7K	Hold	96	–	–	﹤0.01%	356
2017 Q3	$6K	Buy	+96	New	+$6.17K	﹤0.01%	367
2016 Q3	–	Sell	-152	Closed	-$6K	–	467
2016 Q2	$6K	Hold	152	–	–	﹤0.01%	405
2016 Q1	$6K	Sell	152 -74	-33%	-$2.85K	﹤0.01%	406
2015 Q4	$10K	Hold	226	–	–	﹤0.01%	375
2015 Q3	$11K	Hold	226	–	–	﹤0.01%	369
2015 Q2	$12K	Hold	226	–	–	﹤0.01%	381
2015 Q1	$12K	Hold	226	–	–	﹤0.01%	389
2014 Q4	$12K	Hold	226	–	–	﹤0.01%	397
2014 Q3	$12K	Hold	226	–	–	﹤0.01%	396
2014 Q2	$11K	Buy	+226	New	+$10.6K	﹤0.01%	411

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Security National Trust's PFG Position: Q3 2021 in Review

Security National Trust held its Principal Financial Group (PFG) position steady in Q3 2021 at 107 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Security National Trust first reported a position in PFG in Q2 2014 and has held it in 14 quarters since. The position peaked at $12K in Q2 2015. 622 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

Security National Trust held 107 shares of Principal Financial Group worth $7K as of Q3 2021.
Security National Trust left its Principal Financial Group share count unchanged in Q3 2021.
Principal Financial Group made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #357 holding.
Security National Trust first reported a position in Principal Financial Group in Q2 2014 and has held it in 14 quarters since.
Security National Trust's Principal Financial Group position peaked at $12K in Q2 2015.
622 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.