Principal Financial Group
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Principal Financial Group’s Winmark WINA Stock Holding History

Principal Financial Group’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07M Sell
14,353
-18
-0.1% -$7.04K ﹤0.01% 1603
2026
Q1 		$6.14M Buy
+14,371
New +$6.34M ﹤0.01% 1560
2024
Q3 		– Sell
-1,558
Closed -$549K – 2413
2024
Q2 		$549K Buy
1,558
+110
+8% +$39.3K ﹤0.01% 1930
2024
Q1 		$524K Buy
1,448
+674
+87% +$247K ﹤0.01% 1976
2023
Q4 		$323K Buy
774
+69
+10% +$29K ﹤0.01% 2043
2023
Q3 		$263K Buy
+705
New +$256K ﹤0.01% 2094
2022
Q1 		– Sell
-845
Closed -$210K – 2605
2021
Q4 		$210K Buy
+845
New +$205K ﹤0.01% 2350

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

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

Principal Financial Group reduced its Winmark (WINA) stake by 0.13% in Q2 2026, selling an estimated $7.04K and leaving 14,353 shares worth $6.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Principal Financial Group first reported a position in WINA in Q4 2021 and has held it in 7 quarters since. The position peaked at $6.14M in Q1 2026. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Principal Financial Group held 14,353 shares of Winmark worth $6.07M as of Q2 2026.
  • Principal Financial Group sold 18 Winmark shares in Q2 2026, an estimated $7.04K.
  • Winmark made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1603 holding.
  • Principal Financial Group first reported a position in Winmark in Q4 2021 and has held it in 7 quarters since.
  • Principal Financial Group's Winmark position peaked at $6.14M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

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