Stifel Financial’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Stifel Financial’s Portfolio PSC Stock Details PSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3M	Buy	179,376 +10,280	+6%	+$612K	0.01%	941
2025 Q4	$9.76M	Buy	169,096 +5,579	+3%	+$319K	0.01%	965
2025 Q3	$9.32M	Buy	163,517 +156,009	+2,078%	+$8.53M	0.01%	983
2025 Q2	$400K	Sell	7,508 -25,040	-77%	-$1.24M	﹤0.01%	2890
2025 Q1	$1.58M	Buy	32,548 +22,899	+237%	+$1.18M	﹤0.01%	1927
2024 Q4	$495K	Buy	+9,649	New	+$513K	﹤0.01%	2683

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial's PSC Position: Q1 2026 in Review

Stifel Financial increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 6.1% in Q1 2026, buying an estimated $612K and bringing the position to 179,376 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #941.

Stifel Financial first reported a position in PSC in Q4 2024 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Stifel Financial held 179,376 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $10.3M as of Q1 2026.
Stifel Financial bought 10,280 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $612K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #941 holding.
Stifel Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.