Midwest Heritage Bank »

Principal Financial shares owned by Midwest Heritage Bank

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Midwest Heritage Bank from 13F filings

Historical chart of Midwest Heritage Bank investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Midwest Heritage Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by Midwest Heritage Bank

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 3.2k 90.12
2025-03-31 $237k 2.8k 84.37

More positions owned by Midwest Heritage Bank

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Capital Group Conservative E SHS (CGCV)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Midwest Heritage Bank

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial