PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in BCS — Barclays PLC

CIK 12600 DES MOINES, IA

Position in BCS

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

Position Value

$2,145,254

+$971,298 QoQ

Shares Held

79,868

+44.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#149

of 552 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 $82,218,466 across 16 Banks - Diversified names. BCS ranks #9 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	106,584	$34,888,140
2	WFC	Wells Fargo & Company/Mn	127,938	$10,572,796
3	BAC	Bank Of America Corp /De/	152,562	$8,692,982
4	C	Citigroup Inc	55,851	$7,816,905
5	BNY	Bank of New York Mellon Corp	27,970	$4,044,741
6	SAN	Banco Santander, S.A.	182,009	$2,511,724
7	TD	Toronto Dominion Bank	19,208	$2,332,427
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	92,822	$2,188,742

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,145,254	79,868	+44.0%	Shares	Sole	2026-08-04
2026-03-31	$1,173,956	55,480	+118.5%	Shares	Sole	2026-05-13
2025-12-31	$646,200	25,391	+146.6%	Shares	Sole	2026-02-12
2025-09-30	$212,838	10,297	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$177,831	9,566	-39.7%	Shares	Sole	2025-08-11
2025-03-31	$243,793	15,872	0.0%	Shares	Sole	2025-04-30
2024-12-31	$210,938	15,872	+117.0%	Shares	Sole	2025-01-30
2024-09-30	$88,852	7,313	+5.3%	Shares	Sole	2024-10-28
2024-06-30	$74,380	6,945	+4.4%	Shares	Sole	2024-07-31
2024-03-31	$62,842	6,650	+53.8%	Shares	Sole	2024-05-10
2023-12-31	$34,065	4,323	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.