PLIMOTH TRUST CO LLC

Bank

Position in PFG — Principal Financial Group Inc

CIK 1623678 SWANSEA, MA

Position in PFG

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

Position Value

$725,036

+$58,944 QoQ

Shares Held

6,727

-9.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#415

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

PLIMOTH TRUST CO LLC holds $2,925,284 across 5 Asset Management names. PFG ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,037	$997,137
2	PFG	Principal Financial Group Inc This page	6,727	$725,036
3	STT	State Street Corp	3,345	$567,312
4	AMP	Ameriprise Financial Inc	836	$383,522
5	TROW	Price T Rowe Group Inc	2,219	$252,277

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,036	6,727	-9.0%	Shares	Sole	2026-07-28
2026-03-31	$666,092	7,392	-0.1%	Shares	Sole	2026-04-27
2025-12-31	$652,577	7,398	-2.0%	Shares	Sole	2026-01-27
2025-09-30	$625,804	7,548	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$601,125	7,568	-1.3%	Shares	Sole	2025-07-22
2025-03-31	$646,948	7,668	-2.4%	Shares	Sole	2025-04-21
2024-12-31	$607,900	7,853	-1.9%	Shares	Sole	2025-01-23
2024-09-30	$687,457	8,003	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$632,541	8,063	-4.9%	Shares	Sole	2024-07-23
2024-03-31	$731,735	8,478	-4.5%	Shares	Sole	2024-04-18
2023-12-31	$698,431	8,878	-6.9%	Shares	Sole	2024-01-26
2023-09-30	$687,042	9,533	-5.1%	Shares	Sole	2023-10-20
2023-06-30	$761,660	10,043	-1.8%	Shares	Sole	2023-07-24
2023-03-31	$760,144	10,228	-2.7%	Shares	Sole	2023-04-26
2022-12-31	$882,250	10,513	-4.0%	Shares	Sole	2023-01-19
2022-09-30	$790,258	10,953	-1.1%	Shares	Sole	2022-10-18
2022-06-30	$739,698	11,075	-4.4%	Shares	Sole	2022-07-15
2022-03-31	$850,674	11,588	-19.4%	Shares	Sole	2022-04-25
2021-12-31	$1,040,322	14,383	-3.7%	Shares	Sole	2022-01-27
2021-09-30	$962,329	14,943	-0.5%	Shares	Sole	2021-10-22
2021-06-30	$949,302	15,023	-4.6%	Shares	Sole	2021-07-20
2021-03-31	$943,949	15,743	-6.1%	Shares	Sole	2021-04-14
2020-12-31	$831,710	16,765	-3.7%	Shares	Sole	2021-01-22
2020-09-30	$700,898	17,405	-4.9%	Shares	Sole	2020-10-27
2020-06-30	$760,389	18,305	+3.6%	Shares	Sole	2020-07-20
2020-03-31	$553,620	17,665	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.