Principia Wealth Advisory
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Principia Wealth Advisory’s Mine Safety MSA Stock Holding History

Principia Wealth Advisory’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$712 Hold
4
– – ﹤0.01% 831
2026
Q2 		$698 Hold
4
– – ﹤0.01% 834
2026
Q1 		$656 Hold
4
– – ﹤0.01% 803
2025
Q4 		$641 Buy
4
+1
+33% +$163 ﹤0.01% 778
2025
Q3 		$516 Hold
3
– – ﹤0.01% 788
2025
Q2 		$503 Buy
+3
New +$469 ﹤0.01% 733

Other funds holding MSA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Principia Wealth Advisory's MSA Position: Q3 2026 in Review

Principia Wealth Advisory held its Mine Safety (MSA) position steady in Q3 2026 at 4 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Principia Wealth Advisory first reported a position in MSA in Q2 2025 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold MSA as of Q3 2026.

  • Principia Wealth Advisory held 4 shares of Mine Safety worth $712 as of Q3 2026.
  • Principia Wealth Advisory left its Mine Safety share count unchanged in Q3 2026.
  • Mine Safety made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #831 holding.
  • Principia Wealth Advisory first reported a position in Mine Safety in Q2 2025 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Mine Safety as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.