Principal Financial Group
FUN icon

Principal Financial Group’s Cedar Fair FUN Stock Holding History

Principal Financial Group’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
499,209
+3,860
+0.8% +$78.8K 0.01% 1372
2026
Q1 		$8.79M Buy
495,349
+10,760
+2% +$182K ﹤0.01% 1395
2025
Q4 		$7.43M Sell
484,589
-4,641
-0.9% -$83.9K ﹤0.01% 1458
2025
Q3 		$11.1M Buy
489,230
+22,687
+5% +$602K 0.01% 1224
2025
Q2 		$14.2M Buy
466,543
+1,227
+0.3% +$41.1K 0.01% 1058
2025
Q1 		$16.6M Buy
465,316
+11,012
+2% +$469K 0.01% 959
2024
Q4 		$21.9M Buy
454,304
+13,738
+3% +$602K 0.01% 804
2024
Q3 		$17.8M Buy
+440,566
New +$20.2M 0.01% 917

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Financial Group's FUN Position: Q2 2026 in Review

Principal Financial Group increased its Cedar Fair (FUN) stake by 0.78% in Q2 2026, buying an estimated $78.8K and bringing the position to 499,209 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1372.

Principal Financial Group first reported a position in FUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.9M in Q4 2024. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Principal Financial Group held 499,209 shares of Cedar Fair worth $10.6M as of Q2 2026.
  • Principal Financial Group bought 3,860 Cedar Fair shares in Q2 2026, an estimated $78.8K.
  • Cedar Fair made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1372 holding.
  • Principal Financial Group first reported a position in Cedar Fair in Q3 2024 and has held it in 8 quarters since.
  • Principal Financial Group's Cedar Fair position peaked at $21.9M in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.