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Principal Securities’s Scholar Rock SRRK Stock Holding History

Principal Securities’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$335 – 3236
2025
Q3 		$335 Hold
9
– – ﹤0.01% 3591
2025
Q2 		$319 Buy
9
+5
+125% +$157 ﹤0.01% 3552
2025
Q1 		$173 Hold
4
– – ﹤0.01% 3472
2024
Q4 		$173 Buy
+4
New +$130 ﹤0.01% 3467

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Securities's SRRK Position: Q4 2025 in Review

Principal Securities sold out of Scholar Rock (SRRK) in Q4 2025, closing a stake of 9 shares — an estimated $335 sold.

Principal Securities first reported a position in SRRK in Q4 2024 and held it in 4 quarters. The position peaked at $335 in Q3 2025. 274 funds tracked by Wall St. Rank hold SRRK as of Q4 2025.

  • Principal Securities reported no remaining Scholar Rock position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 9 Scholar Rock shares in Q4 2025, an estimated $335.
  • Principal Securities first reported a position in Scholar Rock in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Scholar Rock position peaked at $335 in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q4 2025.

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