Iowa State Bank

Bank

Position in PFG — Principal Financial Group Inc

CIK 1546967 URBANDALE, IA

Position in PFG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$590,311

+$94,076 QoQ

Shares Held

5,477

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#456

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Iowa State Bank holds $4,136,796 across 3 Asset Management names. PFG ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,542	$3,405,845
2	PFG	Principal Financial Group Inc This page	5,477	$590,311
3	BDJ	BlackRock Enhanced Equity Dividend Trust	14,696	$140,640

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,311	5,477	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$496,235	5,507	-3.9%	Shares	Sole	2026-04-15
2025-12-31	$505,443	5,730	0.0%	Shares	Sole	2026-01-06
2025-09-30	$475,074	5,730	-0.7%	Shares	Sole	2025-10-03
2025-06-30	$458,152	5,768	-4.3%	Shares	Sole	2025-07-22
2025-03-31	$508,666	6,029	-8.5%	Shares	Sole	2025-04-09
2024-12-31	$510,286	6,592	0.0%	Shares	Sole	2025-01-06
2024-09-30	$566,252	6,592	-2.2%	Shares	Sole	2024-10-09
2024-06-30	$528,517	6,737	-15.5%	Shares	Sole	2024-07-23
2024-03-31	$687,890	7,970	-80.3%	Shares	Sole	2024-04-23
2023-12-31	$3,186,607	40,506	-0.3%	Shares	Sole	2024-01-23
2023-09-30	$2,927,123	40,615	-1.7%	Shares	Sole	2023-10-24
2023-06-30	$3,132,040	41,298	+0.6%	Shares	Sole	2023-08-04
2023-03-31	$3,051,727	41,062	-4.2%	Shares	Sole	2023-04-25
2022-12-31	$3,595,638	42,874	-1.7%	Shares	Sole	2023-01-06
2022-09-30	$3,146,966	43,617	-28.5%	Shares	Sole	2022-10-14
2022-06-30	$4,076,059	61,028	-2.4%	Shares	Sole	2022-08-05
2022-03-31	$4,591,501	62,546	-4.5%	Shares	Sole	2022-04-27
2021-12-31	$4,738,988	65,519	-1.1%	Shares	Sole	2022-02-02
2021-09-30	$4,266,241	66,246	-4.3%	Shares	Sole	2021-10-12
2021-06-30	$4,374,264	69,224	-2.1%	Shares	Sole	2021-08-03
2021-03-31	$4,238,691	70,692	-23.0%	Shares	Sole	2021-04-15
2020-12-31	$4,552,262	91,761	-0.2%	Shares	Sole	2021-02-04
2020-09-30	$3,703,752	91,973	+0.2%	Shares	Sole	2020-10-19
2020-06-30	$3,813,122	91,794	-0.2%	Shares	Sole	2020-07-16
2020-03-31	$2,882,841	91,986	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.