Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,650,934
+$3,637,658 QoQ
Shares Held
96,529
+0.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#316
of 2,990 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $32,717,493 across 2 Credit Services names. AXP ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
96,529 | $32,650,934 | |
| 2 | V |
Visa Inc.
|
194 | $66,559 |
All Filings in AXP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,650,934 | 96,529 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,013,276 | 95,918 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $32,137,926 | 86,871 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $27,523,774 | 82,863 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,672,143 | 74,212 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,591,447 | 57,950 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||