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Principal Securities’s Chicago Rivet & Machine Co CVR Stock Holding History

Principal Securities’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$334 – 1811
2025
Q3 		$334 Sell
32
-49
-60% -$546 ﹤0.01% 3592
2025
Q2 		$991 Buy
81
+77
+1,925% +$896 ﹤0.01% 3340
2025
Q1 		$63 Hold
4
– – ﹤0.01% 3529
2024
Q4 		$63 Sell
4
-68
-94% -$1.22K ﹤0.01% 3524
2024
Q3 		$1.3K Hold
72
– – ﹤0.01% 3076
2024
Q2 		$1.07K Hold
72
– – ﹤0.01% 3058
2024
Q1 		$1.22K Hold
72
– – ﹤0.01% 2999
2023
Q4 		$1.22K Buy
+72
New +$1.22K ﹤0.01% 2907

Other funds holding CVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Securities's CVR Position: Q4 2025 in Review

Principal Securities sold out of Chicago Rivet & Machine Co (CVR) in Q4 2025, closing a stake of 32 shares — an estimated $334 sold.

Principal Securities first reported a position in CVR in Q4 2023 and held it in 8 quarters. The position peaked at $1.3K in Q3 2024. 11 funds tracked by Wall St. Rank hold CVR as of Q4 2025.

  • Principal Securities reported no remaining Chicago Rivet & Machine Co position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 32 Chicago Rivet & Machine Co shares in Q4 2025, an estimated $334.
  • Principal Securities first reported a position in Chicago Rivet & Machine Co in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Chicago Rivet & Machine Co position peaked at $1.3K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q4 2025.

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