PS
PLL

Principal Securities’s Piedmont Lithium PLL Stock Holding History

Principal Securities’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-134
Closed -$1.17K – 3839
2025
Q1 		$1.17K Hold
134
– – ﹤0.01% 3171
2024
Q4 		$1.17K Hold
134
– – ﹤0.01% 3164
2024
Q3 		$1.2K Buy
134
+80
+148% +$723 ﹤0.01% 3096
2024
Q2 		$539 Sell
54
-47
-47% -$600 ﹤0.01% 3188
2024
Q1 		$1.34K Buy
101
+15
+17% +$241 ﹤0.01% 2974
2023
Q4 		$2.43K Buy
+86
New +$2.53K ﹤0.01% 2760

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Securities's PLL Position: Q2 2025 in Review

Principal Securities sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 134 shares — an estimated $1.17K sold.

Principal Securities first reported a position in PLL in Q4 2023 and held it in 6 quarters. The position peaked at $2.43K in Q4 2023. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

  • Principal Securities reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 134 Piedmont Lithium shares in Q2 2025, an estimated $1.17K.
  • Principal Securities first reported a position in Piedmont Lithium in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Piedmont Lithium position peaked at $2.43K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.