First Nebraska Trust Co
BankPosition in PFG — Principal Financial Group Inc
CIK 2134841
LINCOLN, NE
Position in PFG
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$223,382
+$299 QoQ
Shares Held
2,479
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026First Nebraska Trust Co holds $1,651,883 across 7 Asset Management names. PFG ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHI |
Calamos Convertible Opportunities & Income Fund
|
33,760 | $362,582 | |
| 2 | AMP |
Ameriprise Financial Inc
|
784 | $348,409 | |
| 3 | BLK |
BlackRock, Inc.
|
307 | $295,244 | |
| 4 | PFG |
Principal Financial Group Inc
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|
2,479 | $223,382 | |
| 5 | BKT |
Blackrock Income Trust, Inc.
|
16,303 | $172,322 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
16,492 | $169,867 | |
| 7 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
22,060 | $80,077 |
All Filings in PFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,382 | 2,479 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $223,083 | 2,529 | Shares | Sole | 2026-06-02 | |
| 2025-09-30 | $209,679 | 2,529 | Shares | Sole | 2026-06-09 | |
| 2025-06-30 | $200,878 | 2,529 | Shares | Sole | 2026-06-10 | |
| 2025-03-31 | $215,059 | 2,549 | Shares | Sole | 2026-06-10 | |
| No filing history on record for this holder in this stock. | ||||||