Position in WRLD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,870,168
-$1,498,208 QoQ
Shares Held
13,849
-42.3% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,418,998,190 across 24 Credit Services names. WRLD ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,848,317 | $1,465,355,329 | |
| 2 | MA |
Mastercard Inc
|
2,437,439 | $1,217,890,769 | |
| 3 | AXP |
American Express Co
|
802,190 | $242,646,430 | |
| 4 | COF |
Capital One Financial Corp
|
709,416 | $129,418,760 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
351,330 | $52,119,804 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,127,271 | $50,986,467 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
396,691 | $29,708,188 | |
| 8 | JCAP |
Jefferson Capital, Inc. / DE
|
1,537,054 | $29,557,548 |
All Filings in WRLD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,870,168 | 13,849 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,368,376 | 23,993 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,673,889 | 21,721 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,210,757 | 19,445 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,045,300 | 16,162 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,773,852 | 15,776 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,840,487 | 15,600 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,646,094 | 21,412 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,131,712 | 21,601 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,785,509 | 21,340 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,683,506 | 21,120 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,782,449 | 20,763 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,688,703 | 20,275 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,347,021 | 20,428 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,187,841 | 22,597 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,568,387 | 22,883 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,963,538 | 31,086 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $8,233,685 | 33,548 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,463,126 | 28,817 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $4,370,546 | 27,275 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $2,803,281 | 27,424 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $3,423,197 | 32,432 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,575,984 | 39,316 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,298,644 | 42,092 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||