Midwest Heritage Bank, FSB
Position in PFG — Principal Financial Group Inc
CIK 1906805
WEST DES MOINES, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$341,447
+$57,150 QoQ
Shares Held
3,168
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.74%
of 13F equity value
Holder Rank
#548
of 941 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Midwest Heritage Bank, FSB holds $341,447 across 1 Asset Management name. PFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
This page
|
3,168 | $341,447 |
All Filings in PFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,447 | 3,168 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $284,297 | 3,155 | Shares | Sole | 2026-04-15 | |
| 2025-03-31 | $236,489 | 2,803 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||