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Fidelity fund shares owned by Principal Securities

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Principal Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $745k 21k 34.81

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Principal Exchange Traded Prin U S Small (PSC)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Principal Exchange Traded Cap Appreciation (LCAP)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prnc Invt Grad (IG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Ishares Tr Core S&p Us Vlu (IUSV)
Amazon (AMZN)

View all positions for Principal Securities

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Northwestern Mutual Wealth Management Company
Summit Wealth Group Llc / Co
Kingsview Wealth Management
Kestra Advisory Services
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
OmniStar Financial Group
Jane Street
Envestnet Asset Management
Roan Capital Partners
Braeburn Wealth Management

View all funds holding Fidelity fund