Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,123,290
+$2,241,877 QoQ
Shares Held
41,754
+6.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#481
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
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 OF NEVADA INC holds $100,783,623 across 13 Credit Services names. AXP ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
209,428 | $71,852,652 | |
| 2 | AXP |
American Express Co
This page
|
41,754 | $14,123,290 | |
| 3 | COF |
Capital One Financial Corp
|
43,643 | $8,755,657 | |
| 4 | MA |
Mastercard Inc
|
7,464 | $3,833,510 | |
| 5 | SYF |
Synchrony Financial
|
27,093 | $2,060,422 | |
| 6 | CACC |
Credit Acceptance Corp
|
89 | $56,669 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
325 | $35,213 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
99 | $19,727 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,123,290 | 41,754 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,881,413 | 39,280 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,875,344 | 37,506 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,240,095 | 36,850 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,769,085 | 36,896 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,043,367 | 37,329 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,180,078 | 37,670 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,238,613 | 37,753 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,807,466 | 38,037 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,619,659 | 37,857 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,850,273 | 36,566 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,465,276 | 36,633 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $6,553,577 | 37,621 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,167,644 | 37,391 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,605,929 | 37,942 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,131,840 | 38,039 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,267,975 | 38,003 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,943,684 | 37,132 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,007,882 | 36,723 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,252,386 | 37,321 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,106,899 | 36,960 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,201,596 | 36,776 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,125,690 | 34,122 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,447,597 | 34,390 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,299,060 | 34,654 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,013,299 | 35,198 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||