Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,372,690
+$633,129 QoQ
Shares Held
9,971
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#961
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. AXP ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
This page
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,256 | $255,610 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,372,690 | 9,971 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,739,561 | 9,057 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,377,273 | 9,129 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,382,717 | 10,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,237,328 | 10,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,678,392 | 9,955 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,518,559 | 8,486 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,323,641 | 8,568 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,101,547 | 9,076 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,975,666 | 8,677 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,409,171 | 7,522 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,571,865 | 10,536 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,288,988 | 13,140 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,127,195 | 12,896 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,401,113 | 9,483 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,566,035 | 11,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,897,014 | 13,685 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,748,076 | 9,348 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $732,928 | 4,480 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $686,035 | 4,095 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $736,925 | 4,460 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $589,946 | 4,171 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $494,038 | 4,086 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $393,982 | 3,930 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $505,036 | 5,305 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $330,026 | 3,855 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||