SOUTHERN MICHIGAN BANK & TRUST
BankPosition in PFG — Principal Financial Group Inc
CIK 1173227
COLDWATER, MI
Position in PFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,239
+$1,679 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#875
of 941 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOUTHERN MICHIGAN BANK & TRUST holds $599,311 across 7 Asset Management names. PFG ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
625 | $286,725 | |
| 2 | BX |
Blackstone Inc.
|
1,281 | $150,735 | |
| 3 | BLK |
BlackRock, Inc.
|
100 | $96,156 | |
| 4 | TROW |
Price T Rowe Group Inc
|
350 | $39,791 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
95 | $10,239 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
192 | $8,231 | |
| 7 | KKR |
KKR & Co. Inc.
|
81 | $7,434 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,239 | 95 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,560 | 95 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||