Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,201,266
+$691,597 QoQ
Shares Held
15,377
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#797
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $195,801,682 across 9 Credit Services names. AXP ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
273,382 | $93,794,621 | |
| 2 | MA |
Mastercard Inc
|
109,201 | $56,085,628 | |
| 3 | COF |
Capital One Financial Corp
|
122,701 | $24,616,270 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
34,505 | $7,464,121 | |
| 5 | ALLY |
Ally Financial Inc.
|
116,244 | $5,341,411 | |
| 6 | AXP |
American Express Co
This page
|
15,377 | $5,201,266 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
27,709 | $2,259,668 | |
| 8 | EZPW |
Ezcorp Inc
|
21,920 | $757,773 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,201,266 | 15,377 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,509,669 | 14,909 | Shares | Other | 2026-04-24 | |
| 2025-09-30 | $2,984,786 | 8,986 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $3,336,845 | 10,461 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,645,623 | 13,550 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $5,555,015 | 18,717 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $5,777,913 | 21,305 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $4,922,980 | 21,261 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $5,036,271 | 22,119 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $4,923,478 | 26,281 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,592,512 | 30,783 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $5,916,350 | 33,963 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $4,662,802 | 28,268 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,148,374 | 28,077 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $3,345,493 | 24,798 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,482,824 | 25,125 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $5,637,863 | 30,149 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,190,369 | 31,726 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $5,444,888 | 32,501 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $9,511,957 | 57,568 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $8,751,313 | 61,873 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $6,481,860 | 53,609 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $4,897,310 | 48,851 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,166,444 | 33,261 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,842,164 | 33,199 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||