Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,457,986
+$8,433,508 QoQ
Shares Held
84,133
+27.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#347
of 2,998 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, 2026WHITTIER TRUST CO holds $223,875,366 across 10 Credit Services names. AXP ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
451,402 | $154,871,511 | |
| 2 | AXP |
American Express Co
This page
|
84,133 | $28,457,986 | |
| 3 | COF |
Capital One Financial Corp
|
115,031 | $23,077,518 | |
| 4 | MA |
Mastercard Inc
|
31,576 | $16,217,432 | |
| 5 | SYF |
Synchrony Financial
|
12,341 | $938,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,437 | $191,589 | |
| 7 | SLM |
SLM Corp
|
2,625 | $68,092 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,400 | $25,102 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,457,986 | 84,133 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,024,478 | 66,201 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $24,388,583 | 65,924 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $22,549,345 | 67,887 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,800,369 | 68,344 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,488,577 | 68,718 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,279,660 | 68,330 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,677,272 | 68,869 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,179,787 | 69,876 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $16,384,799 | 71,961 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,874,212 | 74,059 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $10,952,037 | 73,410 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $12,850,385 | 73,768 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $12,498,425 | 75,771 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,098,980 | 75,120 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $10,121,082 | 75,021 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,038,167 | 72,415 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $13,884,937 | 74,251 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $12,163,823 | 74,351 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,611,993 | 75,282 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,468,916 | 75,464 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,789,891 | 76,286 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,522,145 | 78,754 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,969,373 | 79,495 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,678,260 | 80,654 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,136,534 | 83,361 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||