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West Bancorporation’s Principal Financial Group PFG Stock Holding History

West Bancorporation’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 		$1.26M Buy
11,714
+1,104
+10% +$112K 0.54% 28
2026
Q1 		$956K Hold
10,610
– – 0.48% 35
2025
Q4 		$936K Hold
10,610
– – 0.49% 34
2025
Q3 		$880K Hold
10,610
– – 0.49% 32
2025
Q2 		$843K Hold
10,610
– – 0.53% 31
2025
Q1 		$895K Hold
10,610
– – 0.61% 31
2024
Q4 		$821K Hold
10,610
– – 0.54% 31
2024
Q3 		$911K Hold
10,610
– – 0.61% 31
2024
Q2 		$832K Hold
10,610
– – 0.62% 30
2024
Q1 		$916K Hold
10,610
– – 0.6% 33
2023
Q4 		$835K Sell
10,610
-68
-0.6% -$4.92K 0.54% 37
2023
Q3 		$770K Sell
10,678
-38
-0.4% -$2.95K 0.54% 39
2023
Q2 		$813K Sell
10,716
-10
-0.1% -$721 0.55% 38
2023
Q1 		$797K Sell
10,726
-1,637
-13% -$139K 0.61% 36
2022
Q4 		$1.04M Sell
12,363
-48
-0.4% -$4.12K 0.77% 31
2022
Q3 		$895K Sell
12,411
-16
-0.1% -$1.15K 0.66% 32
2022
Q2 		$830K Sell
12,427
-60
-0.5% -$4.22K 0.58% 35
2022
Q1 		$917K Buy
12,487
+11,815
+1,758% +$855K 0.57% 31
2021
Q4 		$49K Buy
+672
New +$46.9K 0.04% 159
2020
Q3 		$41K Buy
1,019
+424
+71% +$18.1K 0.05% 148
2020
Q2 		$25K Hold
595
– – 0.03% 168
2020
Q1 		$19K Hold
595
– – 0.03% 182
2019
Q4 		$33K Buy
+595
New +$32.6K 0.03% 165

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

West Bancorporation's PFG Position: Q2 2026 in Review

West Bancorporation increased its Principal Financial Group (PFG) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 11,714 shares worth $1.26M. The position accounts for 0.54% of the portfolio, ranked #28.

West Bancorporation first reported a position in PFG in Q4 2019 and has held it in 23 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • West Bancorporation held 11,714 shares of Principal Financial Group worth $1.26M as of Q2 2026.
  • West Bancorporation bought 1,104 Principal Financial Group shares in Q2 2026, an estimated $112K.
  • Principal Financial Group made up 0.54% of West Bancorporation's portfolio in Q2 2026, its #28 holding.
  • West Bancorporation first reported a position in Principal Financial Group in Q4 2019 and has held it in 23 quarters since.
  • 395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.