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Equibles

First Citizens Financial Corp

Position in PFG — Principal Financial Group Inc

CIK 1800597 MASON CITY, IA
Back to PFG Full portfolio

Position in PFG

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$365,158
+$58,424 QoQ
Shares Held
3,388
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#542
of 948 holders
Holding Since
Sep 2022
15 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, 2026

First Citizens Financial Corp holds $459,700 across 2 Asset Management names. PFG ranks #1 (79.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PFG
Principal Financial Group Inc
This page 		3,388 $365,158
2 BHK
Blackrock Core Bond Trust
 10,310 $94,542

All Filings in PFG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $365,158 3,388
2026-03-31 $306,734 3,404
2025-12-31 $322,319 3,654
2025-09-30 $289,107 3,487
2025-06-30 $279,752 3,522
2025-03-31 $297,151 3,522
2024-12-31 $272,638 3,522
2024-09-30 $280,119 3,261
2024-06-30 $255,825 3,261
2024-03-31 $281,456 3,261
2023-12-31 $256,542 3,261
2023-09-30 $235,020 3,261
2023-06-30 $247,314 3,261
2022-12-31 $277,439 3,306
2022-09-30 $201,947 2,799