Advantage Trust Co

SEC CIK: 0002009346
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Advantage Trust 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 (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of PFG by Advantage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−293−100.0%	Sold out	Holders
Q2 2024	293	$23.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	293	$25.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	293	$23.1K	<0.1%	–	No prior filing	Holders