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Principal Securities’s Factset FDS Stock Holding History

Principal Securities’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-322
Closed -$92.3K – 2068
2025
Q3 		$92.3K Buy
322
+31
+11% +$11.8K ﹤0.01% 1633
2025
Q2 		$130K Sell
291
-66
-18% -$28.9K ﹤0.01% 1426
2025
Q1 		$171K Hold
357
– – ﹤0.01% 1193
2024
Q4 		$171K Buy
357
+19
+6% +$9.03K ﹤0.01% 1192
2024
Q3 		$155K Buy
338
+45
+15% +$19.1K ﹤0.01% 1207
2024
Q2 		$120K Buy
293
+10
+4% +$4.25K ﹤0.01% 1246
2024
Q1 		$129K Buy
283
+123
+77% +$57.3K ﹤0.01% 1185
2023
Q4 		$76.3K Buy
+160
New +$72K ﹤0.01% 1299

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Securities's FDS Position: Q4 2025 in Review

Principal Securities sold out of Factset (FDS) in Q4 2025, closing a stake of 322 shares — an estimated $92.3K sold.

Principal Securities first reported a position in FDS in Q4 2023 and held it in 8 quarters. The position peaked at $171K in Q1 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Principal Securities reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 322 Factset shares in Q4 2025, an estimated $92.3K.
  • Principal Securities first reported a position in Factset in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Factset position peaked at $171K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

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