Pinnacle Bancorp, Inc.
BankPosition in PFG — Principal Financial Group Inc
CIK 1703383
BEATRICE, NE
Position in PFG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$85,694
+$1,807 QoQ
Shares Held
951
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Pinnacle Bancorp, Inc. holds $2,386,825 across 36 Asset Management names. PFG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
964 | $927,088 | |
| 2 | NUV |
Nuveen Municipal Value Fund Inc
|
26,000 | $233,740 | |
| 3 | BX |
Blackstone Inc.
|
1,435 | $165,010 | |
| 4 | STT |
State Street Corp
|
1,296 | $164,021 | |
| 5 | VMO |
Invesco Municipal Opportunity Trust
|
15,000 | $142,650 | |
| 6 | AMP |
Ameriprise Financial Inc
|
241 | $107,100 | |
| 7 | APO |
Apollo Global Management, Inc.
|
924 | $102,952 | |
| 8 | PFG |
Principal Financial Group Inc
This page
|
951 | $85,694 |
All Filings in PFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,694 | 951 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $83,887 | 951 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $78,847 | 951 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $75,537 | 951 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $80,235 | 951 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $73,616 | 951 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $81,690 | 951 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $74,605 | 951 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $82,080 | 951 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $74,815 | 951 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $68,538 | 951 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $72,123 | 951 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $70,678 | 951 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $79,807 | 951 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $68,614 | 951 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $63,517 | 951 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $69,812 | 951 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $68,785 | 951 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $61,244 | 951 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $60,093 | 951 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $57,021 | 951 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $47,179 | 951 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $38,296 | 951 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $39,504 | 951 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $39,833 | 1,271 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||