SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
BankPosition in PFG — Principal Financial Group Inc
CIK 894309
SIOUX CITY, IA
Position in PFG
as of Jun 30, 2026
· filed Sep 18, 2026
Position Value
$420,234
New position
Shares Held
3,899
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ holds $7,541,033 across 10 Asset Management names. PFG ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
24,958 | $4,232,876 | |
| 2 | TROW |
Price T Rowe Group Inc
|
24,211 | $2,752,548 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
3,899 | $420,234 | |
| 4 | IVZ |
Invesco Ltd.
|
6,090 | $66,015 | |
| 5 | UTG |
Reaves Utility Income Fund
|
564 | $22,966 | |
| 6 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
1,080 | $16,027 | |
| 7 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
400 | $11,604 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
1,006 | $7,927 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,234 | 3,899 | Shares | Sole | 2026-09-18 | |
| No filing history on record for this holder in this stock. | ||||||