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Principal Securities’s ePlus PLUS Stock Holding History

Principal Securities’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-92
Closed -$6.53K – 2931
2025
Q3 		$6.53K Buy
92
+34
+59% +$2.4K ﹤0.01% 2874
2025
Q2 		$4.18K Hold
58
– – ﹤0.01% 2915
2025
Q1 		$4.29K Hold
58
– – ﹤0.01% 2823
2024
Q4 		$4.29K Hold
58
– – ﹤0.01% 2820
2024
Q3 		$5.7K Hold
58
– – ﹤0.01% 2637
2024
Q2 		$4.27K Sell
58
-334
-85% -$25.5K ﹤0.01% 2693
2024
Q1 		$30.8K Sell
392
-103
-21% -$8.02K ﹤0.01% 1789
2023
Q4 		$39.5K Buy
+495
New +$33.1K ﹤0.01% 1593

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's PLUS Position: Q4 2025 in Review

Principal Securities sold out of ePlus (PLUS) in Q4 2025, closing a stake of 92 shares — an estimated $6.53K sold.

Principal Securities first reported a position in PLUS in Q4 2023 and held it in 8 quarters. The position peaked at $39.5K in Q4 2023. 272 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Principal Securities reported no remaining ePlus position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 92 ePlus shares in Q4 2025, an estimated $6.53K.
  • Principal Securities first reported a position in ePlus in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ePlus position peaked at $39.5K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

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