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Principal Securities’s Scansource SCSC Stock Holding History

Principal Securities’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$484 – 3132
2025
Q3 		$484 Hold
11
– – ﹤0.01% 3539
2025
Q2 		$460 Sell
11
-1
-8% -$37 ﹤0.01% 3496
2025
Q1 		$569 Hold
12
– – ﹤0.01% 3328
2024
Q4 		$569 Hold
12
– – ﹤0.01% 3322
2024
Q3 		$576 Sell
12
-3
-20% -$142 ﹤0.01% 3251
2024
Q2 		$665 Hold
15
– – ﹤0.01% 3149
2024
Q1 		$661 Sell
15
-1
-6% -$41 ﹤0.01% 3104
2023
Q4 		$634 Buy
+16
New +$538 ﹤0.01% 3030

Other funds holding SCSC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Securities's SCSC Position: Q4 2025 in Review

Principal Securities sold out of Scansource (SCSC) in Q4 2025, closing a stake of 11 shares — an estimated $484 sold.

Principal Securities first reported a position in SCSC in Q4 2023 and held it in 8 quarters. The position peaked at $665 in Q2 2024. 208 funds tracked by Wall St. Rank hold SCSC as of Q4 2025.

  • Principal Securities reported no remaining Scansource position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 11 Scansource shares in Q4 2025, an estimated $484.
  • Principal Securities first reported a position in Scansource in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Scansource position peaked at $665 in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Scansource as of Q4 2025.

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