Principal Securities’s SBC Medical Group SBC Stock Holding History

Principal Securities’s Portfolio SBC Stock Details SBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-33	Closed	-$143	–	3651
2025 Q3	$143	Buy	+33	New	+$149	﹤0.01%	3674

Other funds holding SBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Principal Securities's SBC Position: Q4 2025 in Review

Principal Securities sold out of SBC Medical Group (SBC) in Q4 2025, closing a stake of 33 shares — an estimated $143 sold.

Principal Securities first reported a position in SBC in Q3 2025 and held it in 1 quarter. The position peaked at $143 in Q3 2025. 42 funds tracked by Wall St. Rank hold SBC as of Q4 2025.

Principal Securities reported no remaining SBC Medical Group position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 33 SBC Medical Group shares in Q4 2025, an estimated $143.
Principal Securities first reported a position in SBC Medical Group in Q3 2025 and held it in 1 quarter.
Principal Securities's SBC Medical Group position peaked at $143 in Q3 2025.
42 funds tracked by Wall St. Rank held SBC Medical Group as of Q4 2025.

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