Principle Wealth Partners’s OR Royalties Inc OR Stock Holding History

Principle Wealth Partners’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$932K	Hold	24,516	–	–	0.05%	175
2025 Q4	$868K	Sell	24,516 -30	-0.1%	-$1.05K	0.05%	178
2025 Q3	$984K	Sell	24,546 -679	-3%	-$21.2K	0.06%	166
2025 Q2	$649K	Sell	25,225 -6,000	-19%	-$145K	0.04%	208
2025 Q1	$659K	Hold	31,225	–	–	0.05%	195
2024 Q4	$565K	Hold	31,225	–	–	0.04%	210
2024 Q3	$578K	Hold	31,225	–	–	0.04%	212
2024 Q2	$486K	Hold	31,225	–	–	0.04%	223
2024 Q1	$513K	Hold	31,225	–	–	0.04%	219
2023 Q4	$446K	Hold	31,225	–	–	0.04%	217
2023 Q3	$367K	Sell	31,225 -4,580	-13%	-$62.5K	0.04%	235
2023 Q2	$550K	Hold	35,805	–	–	0.06%	191
2023 Q1	$566K	Hold	35,805	–	–	0.06%	179
2022 Q4	$432K	Buy	+35,805	New	+$415K	0.05%	207

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T. Rowe Price Investment Management

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital

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Picton Mahoney Asset Management Toronto, Ontario, Canada $9.6B AUM 50.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return