Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,037,895
+$535,783 QoQ
Shares Held
14,894
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#807
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $23,159,750 across 9 Credit Services names. AXP ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,421 | $8,947,425 | |
| 2 | V |
Visa Inc.
|
23,641 | $8,110,990 | |
| 3 | AXP |
American Express Co
This page
|
14,894 | $5,037,895 | |
| 4 | ALLY |
Ally Financial Inc.
|
17,649 | $810,970 | |
| 5 | COF |
Capital One Financial Corp
|
781 | $156,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
971 | $41,927 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
152 | $32,880 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
340 | $20,729 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,037,895 | 14,894 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,502,112 | 14,884 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,350,981 | 11,761 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,906,533 | 11,761 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,759,497 | 11,786 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,171,023 | 11,786 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,471,255 | 11,696 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,171,955 | 11,696 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,694,315 | 11,636 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,622,077 | 11,516 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,265,314 | 12,092 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,868,306 | 12,523 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,200,494 | 12,632 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,608,592 | 9,752 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,060,697 | 7,179 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,042,719 | 7,729 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,071,393 | 7,729 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,445,323 | 7,729 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,243,850 | 7,603 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,188,625 | 7,095 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,192,134 | 7,215 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,021,620 | 7,223 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $931,006 | 7,700 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $822,049 | 8,200 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $780,639 | 8,200 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $702,429 | 8,205 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||