Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,647,346
+$10,621,660 QoQ
Shares Held
93,562
+34.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#324
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, 2026CI INVESTMENTS INC. holds $715,906,751 across 7 Credit Services names. AXP ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
946,291 | $486,015,057 | |
| 2 | V |
Visa Inc.
|
524,040 | $179,792,883 | |
| 3 | AXP |
American Express Co
This page
|
93,562 | $31,647,346 | |
| 4 | SYF |
Synchrony Financial
|
116,170 | $8,834,728 | |
| 5 | COF |
Capital One Financial Corp
|
25,391 | $5,093,942 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
96,052 | $4,147,525 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
6,155 | $375,270 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,647,346 | 93,562 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,025,686 | 69,511 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,285,292 | 73,754 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,058,477 | 60,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,590,888 | 189,952 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $52,132,742 | 193,766 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $101,314,311 | 341,367 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $93,860,150 | 346,092 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $82,133,794 | 354,713 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $91,044,123 | 399,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $126,164,496 | 673,452 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $101,956,296 | 683,399 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $135,007,787 | 775,016 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $163,915,267 | 993,727 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $102,453,987 | 693,428 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,494,199 | 233,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,297,825 | 110,358 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,844,545 | 74,035 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $123,740,986 | 756,363 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $85,010,585 | 507,435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $104,482,033 | 632,343 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $81,957,690 | 579,452 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $75,721,701 | 626,265 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $70,592,140 | 704,161 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $110,176,007 | 1,157,311 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $80,331,886 | 938,347 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||