Smith, Moore & Co.

SEC CIK: 0000200724
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Smith, Moore & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q2 2026 holdings

Shares (Q2 2026): 2,412
Value: $259.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PFG by Smith, Moore & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,412	$259.9K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	2,412	$217.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2,412	$212.7K	<0.1%	+2,412	New	Holders