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Busey Wealth Management

SEC CIK
0001427202
Latest filing
Aug 13, 2026

PFG holding history

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

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
2,899
Value
$312.5K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of PFG by Busey Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,899$312.5K<0.1%−52−1.8%ReducedHolders
Q1 20262,951$265.9K<0.1%+47+1.6%AddedHolders
Q4 20252,904$256.2K<0.1%00.0%UnchangedHolders
Q3 20252,904$240.8K<0.1%−3−0.1%ReducedHolders
Q2 20252,907$230.9K<0.1%−5−0.2%ReducedHolders
Q1 20252,912$245.7K<0.1%−7−0.2%ReducedHolders
Q4 20242,919$226.0K<0.1%+2,919NewHolders