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

Truist 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 Q2	$18.2M	Sell	259,009 -79,533	-23%	-$5.11M	0.02%	464
2026 Q1	$19.4M	Buy	338,542 +5,497	+2%	+$327K	0.03%	415
2025 Q4	$19.2M	Buy	333,045 +9,582	+3%	+$548K	0.03%	420
2025 Q3	$18.4M	Buy	323,463 +52,339	+19%	+$2.86M	0.02%	433
2025 Q2	$14.4M	Buy	+271,124	New	+$13.5M	0.02%	486

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Truist Financial's PSC Position: Q2 2026 in Review

Truist Financial reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 23% in Q2 2026, selling an estimated $5.11M and leaving 259,009 shares worth $18.2M. The position accounts for 0.02% of the portfolio, ranked #464.

Truist Financial first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.4M in Q1 2026. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Truist Financial held 259,009 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $18.2M as of Q2 2026.
Truist Financial sold 79,533 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $5.11M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #464 holding.
Truist Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Truist Financial's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $19.4M in Q1 2026.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.