Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,232,833
+$2,551,066 QoQ
Shares Held
65,729
+1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#400
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $127,057,156 across 6 Credit Services names. AXP ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
250,198 | $85,840,430 | |
| 2 | AXP |
American Express Co
This page
|
65,729 | $22,232,833 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
211,402 | $9,128,337 | |
| 4 | MA |
Mastercard Inc
|
12,995 | $6,674,232 | |
| 5 | COF |
Capital One Financial Corp
|
13,953 | $2,799,249 | |
| 6 | SYF |
Synchrony Financial
|
5,024 | $382,075 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,232,833 | 65,729 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,681,767 | 65,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,415,589 | 65,997 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,641,086 | 62,142 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,494,783 | 64,251 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,586,393 | 61,648 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $18,714,983 | 63,058 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,160,450 | 63,276 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $13,383,589 | 57,800 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $13,238,579 | 58,143 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,724,089 | 57,244 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,407,303 | 56,353 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,960,929 | 57,181 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,378,561 | 56,857 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,323,200 | 56,333 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,626,191 | 56,528 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,634,208 | 40,645 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,672,423 | 41,029 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,742,119 | 41,211 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $6,942,274 | 41,439 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,100,291 | 36,920 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,266,659 | 37,236 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,805,278 | 31,472 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,160,080 | 31,522 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,988,994 | 31,397 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,719,058 | 31,761 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||