Bank of America’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Bank of America’s Portfolio PSC Stock Details PSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.62M	Buy	+65,847	New	+$4.23M	﹤0.01%	3623
2026 Q1	–	Sell	-164	Closed	-$9.47K	–	6604
2025 Q4	$9.47K	Buy	+164	New	+$9.38K	﹤0.01%	6173
2025 Q2	–	Sell	-100	Closed	-$4.86K	–	8612
2025 Q1	$4.86K	Buy	+100	New	+$5.14K	﹤0.01%	7233
2024 Q1	–	Sell	-161	Closed	-$7.4K	–	8091
2023 Q4	$7.4K	Buy	+161	New	+$6.68K	﹤0.01%	6948

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America's PSC Position: Q2 2026 in Review

Bank of America opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 65,847 shares worth $4.62M. The stake represents ﹤0.01% of the portfolio and ranks #3623 among its holdings. This is a return to the name: Bank of America previously reported a position in PSC as recently as Q4 2025.

Bank of America first reported a position in PSC in Q4 2023 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Bank of America held 65,847 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.62M as of Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Bank of America position in Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3623 holding.
Bank of America first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2023 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.