Principal Securities’s Arm ARM Stock Holding History

Principal Securities’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,457	Closed	-$206K	–	1472
2025 Q3	$206K	Buy	1,457 +407	+39%	+$59.3K	﹤0.01%	1273
2025 Q2	$170K	Sell	1,050 -3,349	-76%	-$416K	﹤0.01%	1301
2025 Q1	$543K	Buy	4,399 +15	+0.3%	+$2.09K	0.01%	740
2024 Q4	$541K	Buy	4,384 +261	+6%	+$36.8K	0.01%	738
2024 Q3	$590K	Buy	4,123 +245	+6%	+$34.8K	0.01%	701
2024 Q2	$635K	Sell	3,878 -2,430	-39%	-$302K	0.02%	624
2024 Q1	$788K	Buy	6,308 +4,770	+310%	+$506K	0.02%	517
2023 Q4	$116K	Buy	+1,538	New	+$89.9K	﹤0.01%	1145

Other funds holding ARM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Principal Securities's ARM Position: Q4 2025 in Review

Principal Securities sold out of Arm (ARM) in Q4 2025, closing a stake of 1,457 shares — an estimated $206K sold.

Principal Securities first reported a position in ARM in Q4 2023 and held it in 8 quarters. The position peaked at $788K in Q1 2024. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Principal Securities reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,457 Arm shares in Q4 2025, an estimated $206K.
Principal Securities first reported a position in Arm in Q4 2023 and held it in 8 quarters.
Principal Securities's Arm position peaked at $788K in Q1 2024.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.