Stifel Financial
USMC icon

Stifel Financial’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Stifel Financial’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Sell
21,997
-28
-0.1% -$2K ﹤0.01% 2226
2026
Q1 		$1.42M Sell
22,025
-1,393
-6% -$93.1K ﹤0.01% 2199
2025
Q4 		$1.6M Buy
23,418
+184
+0.8% +$12.6K ﹤0.01% 2095
2025
Q3 		$1.58M Buy
23,234
+718
+3% +$46.5K ﹤0.01% 2076
2025
Q2 		$1.41M Sell
22,516
-9,058
-29% -$527K ﹤0.01% 2087
2025
Q1 		$1.79M Buy
31,574
+11,514
+57% +$691K ﹤0.01% 1843
2024
Q4 		$1.2M Buy
20,060
+15,910
+383% +$938K ﹤0.01% 2135
2024
Q3 		$237K Buy
+4,150
New +$228K ﹤0.01% 3074

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Stifel Financial's USMC Position: Q2 2026 in Review

Stifel Financial reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.13% in Q2 2026, selling an estimated $2K and leaving 21,997 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Stifel Financial first reported a position in USMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q1 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Stifel Financial held 21,997 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.63M as of Q2 2026.
  • Stifel Financial sold 28 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $2K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2226 holding.
  • Stifel Financial first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Stifel Financial's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.79M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.