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Principal Securities’s Star Group SGU Stock Holding History

Principal Securities’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,005
Closed -$59.2K – 3153
2025
Q3 		$59.2K Hold
5,005
– – ﹤0.01% 1872
2025
Q2 		$58.6K Hold
5,005
– – ﹤0.01% 1792
2025
Q1 		$57.8K Hold
5,005
– – ﹤0.01% 1695
2024
Q4 		$57.8K Hold
5,005
– – ﹤0.01% 1694
2024
Q3 		$58.8K Hold
5,005
– – ﹤0.01% 1616
2024
Q2 		$53.3K Hold
5,005
– – ﹤0.01% 1593
2024
Q1 		$50.1K Buy
+5,005
New +$55.7K ﹤0.01% 1568

Other funds holding SGU

HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principal Securities's SGU Position: Q4 2025 in Review

Principal Securities sold out of Star Group (SGU) in Q4 2025, closing a stake of 5,005 shares — an estimated $59.2K sold.

Principal Securities first reported a position in SGU in Q1 2024 and held it in 7 quarters. The position peaked at $59.2K in Q3 2025. 67 funds tracked by Wall St. Rank hold SGU as of Q4 2025.

  • Principal Securities reported no remaining Star Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 5,005 Star Group shares in Q4 2025, an estimated $59.2K.
  • Principal Securities first reported a position in Star Group in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Star Group position peaked at $59.2K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Star Group as of Q4 2025.

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