Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,005,706
+$7,934,088 QoQ
Shares Held
204,008
+1.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#194
of 2,944 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $160,492,174 across 12 Credit Services names. AXP ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
204,008 | $69,005,706 | |
| 2 | V |
Visa Inc.
|
96,378 | $33,066,328 | |
| 3 | MA |
Mastercard Inc
|
48,193 | $24,751,924 | |
| 4 | COF |
Capital One Financial Corp
|
90,170 | $18,089,905 | |
| 5 | CACC |
Credit Acceptance Corp
|
7,955 | $5,065,266 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
58,686 | $4,785,843 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
40,845 | $4,425,555 | |
| 8 | OPFI |
OppFi Inc.
|
38,585 | $383,149 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,005,706 | 204,008 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,071,618 | 201,903 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $74,603,377 | 201,658 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $66,534,636 | 200,309 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,349,428 | 198,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,375,005 | 202,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $58,294,898 | 196,418 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $54,768,840 | 201,950 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $41,153,829 | 180,745 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,148,647 | 166,268 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,470,889 | 164,025 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,646,759 | 158,707 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $24,873,305 | 150,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,412,816 | 144,926 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,230,880 | 142,546 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,523,106 | 148,053 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,868,645 | 138,335 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,426,288 | 137,080 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $22,159,528 | 132,272 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,401,415 | 129,525 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,137,982 | 128,238 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,656,635 | 129,490 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,996,710 | 129,643 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,600,766 | 184,882 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,375,148 | 202,957 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||