CITY NATIONAL BANK OF FLORIDA /MSD

Bank

Position in PFG — Principal Financial Group Inc

CIK 709447 MIAMI, FL

Position in PFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$460,867

+$99,797 QoQ

Shares Held

4,276

+6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#494

of 941 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CITY NATIONAL BANK OF FLORIDA /MSD holds $4,893,599 across 4 Asset Management names. PFG ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	79,023	$2,384,122
2	NTRS	Northern Trust Corp	9,403	$1,634,617
3	PFG	Principal Financial Group Inc This page	4,276	$460,867
4	STT	State Street Corp	2,441	$413,993

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,867	4,276	+6.7%	Shares	Sole	2026-07-15
2026-03-31	$361,070	4,007	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.