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Southern Michigan Bank & Trust’s Principal Financial Group PFG Stock Holding History

Southern Michigan Bank & 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
2026
Q2 		$10.2K Hold
95
– – ﹤0.01% 324
2026
Q1 		$8.56K Buy
+95
New +$8.68K ﹤0.01% 331

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Southern Michigan Bank & Trust's PFG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 95 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Southern Michigan Bank & Trust first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Southern Michigan Bank & Trust held 95 shares of Principal Financial Group worth $10.2K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #324 holding.
  • Southern Michigan Bank & Trust first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.