First Citizens Financial Corp

Position in PFG — Principal Financial Group Inc

CIK 1800597 MASON CITY, IA

Position in PFG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$306,734

-$15,585 QoQ

Shares Held

3,404

-6.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

First Citizens Financial Corp holds $401,173 across 2 Asset Management names. PFG ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PFG	Principal Financial Group Inc This page	3,404	$306,734
2	BHK	Blackrock Core Bond Trust	10,310	$94,439

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$306,734	3,404	-6.8%	Shares	Sole	2026-04-07
2025-12-31	$322,319	3,654	+4.8%	Shares	Sole	2026-01-06
2025-09-30	$289,107	3,487	-1.0%	Shares	Sole	2025-10-03
2025-06-30	$279,752	3,522	0.0%	Shares	Sole	2025-07-07
2025-03-31	$297,151	3,522	0.0%	Shares	Sole	2025-04-03
2024-12-31	$272,638	3,522	+8.0%	Shares	Sole	2025-01-03
2024-09-30	$280,119	3,261	0.0%	Shares	Sole	2024-10-03
2024-06-30	$255,825	3,261	0.0%	Shares	Sole	2024-07-17
2024-03-31	$281,456	3,261	0.0%	Shares	Sole	2024-05-31
2023-12-31	$256,542	3,261	0.0%	Shares	Sole	2024-01-11
2023-09-30	$235,020	3,261	0.0%	Shares	Sole	2023-10-13
2023-06-30	$247,314	3,261	-1.4%	Shares	Sole	2023-07-07
2022-12-31	$277,439	3,306	+18.1%	Shares	Sole	2023-01-11
2022-09-30	$201,947	2,799	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.