PS
TREX icon

Principal Securities’s Trex TREX Stock Holding History

Principal Securities’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,446
Closed -$178K – 3338
2025
Q3 		$178K Buy
3,446
+127
+4% +$7.74K ﹤0.01% 1340
2025
Q2 		$180K Buy
3,319
+237
+8% +$13.4K ﹤0.01% 1273
2025
Q1 		$213K Hold
3,082
– – ﹤0.01% 1108
2024
Q4 		$213K Buy
3,082
+147
+5% +$10.4K ﹤0.01% 1107
2024
Q3 		$195K Buy
2,935
+420
+17% +$29.5K ﹤0.01% 1113
2024
Q2 		$186K Sell
2,515
-73
-3% -$6.39K 0.01% 1067
2024
Q1 		$258K Sell
2,588
-82
-3% -$7.3K 0.01% 912
2023
Q4 		$221K Buy
+2,670
New +$177K 0.01% 904

Other funds holding TREX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's TREX Position: Q4 2025 in Review

Principal Securities sold out of Trex (TREX) in Q4 2025, closing a stake of 3,446 shares — an estimated $178K sold.

Principal Securities first reported a position in TREX in Q4 2023 and held it in 8 quarters. The position peaked at $258K in Q1 2024. 432 funds tracked by Wall St. Rank hold TREX as of Q4 2025.

  • Principal Securities reported no remaining Trex position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,446 Trex shares in Q4 2025, an estimated $178K.
  • Principal Securities first reported a position in Trex in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Trex position peaked at $258K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Trex as of Q4 2025.

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