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
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 $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial's USMC Position: Q1 2026 in Review

Stifel Financial reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 5.9% in Q1 2026, selling an estimated $93.1K and leaving 22,025 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Stifel Financial first reported a position in USMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Stifel Financial held 22,025 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.42M as of Q1 2026.
  • Stifel Financial sold 1,393 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $93.1K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2199 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 7 quarters since.
  • Stifel Financial's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.79M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

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