Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,276,228
+$2,876,051 QoQ
Shares Held
18,555
+65.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#727
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 64%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $132,348,636 across 13 Credit Services names. AXP ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
525,329 | $105,391,503 | |
| 2 | V |
Visa Inc.
|
23,287 | $7,989,536 | |
| 3 | MA |
Mastercard Inc
|
15,076 | $7,743,032 | |
| 4 | AXP |
American Express Co
This page
|
18,555 | $6,276,228 | |
| 5 | ENVA |
Enova International, Inc.
|
4,192 | $1,009,140 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,332 | $748,395 | |
| 7 | NAVI |
Navient Corp
|
87,386 | $743,654 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
10,380 | $632,868 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,276,228 | 18,555 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $3,400,177 | 11,241 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,202,581 | 16,766 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $3,497,976 | 10,531 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $3,107,821 | 9,743 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,555,705 | 9,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,762,224 | 9,307 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,546,296 | 9,389 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,115,671 | 9,137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,048,526 | 8,997 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,635,852 | 8,732 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,333,609 | 8,939 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,525,643 | 8,758 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,412,301 | 8,562 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,198,695 | 8,113 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $982,009 | 7,279 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $913,228 | 6,588 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,510,960 | 8,080 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,208,186 | 7,385 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,239,889 | 7,401 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,218,075 | 7,372 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,057,829 | 7,479 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $857,251 | 7,090 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $700,045 | 6,983 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $671,255 | 7,051 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $617,761 | 7,216 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||