Principle Wealth Partners LLC

Position in AXP — American Express Co

CIK 1743413 MADISON, CT

Position in AXP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,929,921

+$360,051 QoQ

Shares Held

8,662

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,020

of 2,990 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $19,693,942 across 6 Credit Services names. AXP ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,387	$13,170,195
2	MA	Mastercard Inc	5,800	$2,978,880
3	AXP	American Express Co This page	8,662	$2,929,921
4	COF	Capital One Financial Corp	1,270	$254,787
5	ALLY	Ally Financial Inc.	4,900	$225,155
6	WU	Western Union CO	17,533	$135,004

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,929,921	8,662	+2.0%	Shares	Defined	2026-08-07
2026-03-31	$2,569,870	8,496	-1.2%	Shares	Defined	2026-05-07
2025-12-31	$3,180,460	8,597	+0.5%	Shares	Defined	2026-02-06
2025-09-30	$2,841,296	8,554	-3.1%	Shares	Defined	2025-11-03
2025-06-30	$2,815,317	8,826	-2.1%	Shares	Defined	2025-07-30
2025-03-31	$2,425,754	9,016	+8.2%	Shares	Defined	2025-05-06
2024-12-31	$2,472,557	8,331	-0.6%	Shares	Defined	2025-01-29
2024-09-30	$2,272,927	8,381	0.0%	Shares	Defined	2024-11-13
2024-06-30	$1,940,620	8,381	0.0%	Shares	Defined	2024-08-13
2024-03-31	$1,908,269	8,381	+1.3%	Shares	Defined	2024-04-23
2023-12-31	$1,550,051	8,274	+28.0%	Shares	Defined	2024-02-05
2023-09-30	$964,364	6,464	-1.8%	Shares	Defined	2023-11-01
2023-06-30	$1,146,932	6,584	+3.5%	Shares	Defined	2023-07-31
2023-03-31	$1,048,917	6,359	0.0%	Shares	Defined	2023-05-10
2022-12-31	$939,542	6,359	0.0%	Shares	Defined	2023-02-02
2022-09-30	$857,891	6,359	+10.2%	Shares	Sole	2022-11-14
2022-06-30	$799,698	5,769	+8.5%	Shares	Defined	2022-08-02
2022-03-31	$994,653	5,319	+10.4%	Shares	Sole	2022-05-12
2021-12-31	$788,388	4,819	-11.1%	Shares	Sole	2022-02-11
2021-09-30	$907,844	5,419	-7.3%	Shares	Defined	2021-11-16
2021-06-30	$965,603	5,844	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$812,430	5,744	-1.7%	Shares	Defined	2021-05-18
2020-12-31	$706,838	5,846	+38.6%	Shares	Defined	2021-02-16
2020-09-30	$422,954	4,219	0.0%	Shares	Sole	2020-11-16
2020-06-30	$401,648	4,219	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.