Position in AFRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$496,734
-$8,049 QoQ
Shares Held
10,841
+59.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,764,235,290 across 24 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,693,213 | $1,610,194,447 | |
| 2 | MA |
Mastercard Inc
|
2,356,440 | $1,210,267,583 | |
| 3 | AXP |
American Express Co
|
900,918 | $304,735,513 | |
| 4 | COF |
Capital One Financial Corp
|
706,354 | $141,708,739 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
345,943 | $68,936,060 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
808,290 | $49,281,440 | |
| 7 | ENVA |
Enova International, Inc.
|
196,172 | $47,224,484 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,087,091 | $46,940,589 |
All Filings in AFRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,734 | 10,841 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $504,783 | 6,782 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $660,131 | 9,033 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $880,567 | 12,736 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $573,325 | 12,687 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $811,005 | 13,317 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $614,708 | 15,059 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $511,968 | 16,947 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $710,361 | 19,065 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $697,640 | 14,197 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $363,525 | 17,091 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $248,391 | 16,203 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $248,661 | 22,064 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $202,306 | 20,921 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $364,656 | 19,438 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $411,749 | 22,799 | Shares | Defined | 2022-08-10 | |
| 2021-12-31 | $212,784 | 2,116 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||