PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in AXP — American Express Co

CIK 12600 DES MOINES, IA

Position in AXP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,670,700

+$460,486 QoQ

Shares Held

25,634

-5.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#619

of 2,984 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $64,705,062 across 10 Credit Services names. AXP ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	87,371	$29,976,116
2	MA	Mastercard Inc	35,578	$18,272,860
3	AXP	American Express Co This page	25,634	$8,670,700
4	COF	Capital One Financial Corp	26,978	$5,412,326
5	SYF	Synchrony Financial	10,291	$782,630
6	PYPL	PayPal Holdings, Inc.	10,219	$441,256
7	SOFI	SoFi Technologies, Inc.	20,298	$363,943
8	OMF	OneMain Holdings, Inc.	5,897	$359,540

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,670,700	25,634	-5.6%	Shares	Sole	2026-08-04
2026-03-31	$8,210,214	27,143	+15.6%	Shares	Sole	2026-05-13
2025-12-31	$8,688,645	23,486	+12.4%	Shares	Sole	2026-02-12
2025-09-30	$6,941,147	20,897	+9.3%	Shares	Sole	2025-11-12
2025-06-30	$6,096,983	19,114	+23.1%	Shares	Sole	2025-08-11
2025-03-31	$4,176,732	15,524	0.0%	Shares	Sole	2025-04-30
2024-12-31	$4,607,367	15,524	+12.7%	Shares	Sole	2025-01-30
2024-09-30	$3,734,695	13,771	+9.5%	Shares	Sole	2024-10-28
2024-06-30	$2,912,435	12,578	+7.7%	Shares	Sole	2024-07-31
2024-03-31	$2,659,874	11,682	+13.1%	Shares	Sole	2024-05-10
2023-12-31	$1,935,034	10,329	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.