SCS Capital Management LLC

Position in AXP — American Express Co

CIK 1303159 BOSTON, MA

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,189,359

-$53,226 QoQ

Shares Held

9,429

-12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#982

of 2,990 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

SCS Capital Management LLC holds $16,368,083 across 5 Credit Services names. AXP ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	33,883	$6,797,607
2	V	Visa Inc.	9,826	$3,371,202
3	AXP	American Express Co This page	9,429	$3,189,359
4	MA	Mastercard Inc	3,446	$1,769,865
5	UPST	Upstart Holdings, Inc.	35,000	$1,240,050

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,189,359	9,429	-12.0%	Shares	Sole	2026-08-06
2026-03-31	$3,242,585	10,720	-7.8%	Shares	Sole	2026-05-11
2025-12-31	$4,301,408	11,627	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$3,875,642	11,668	-3.0%	Shares	Sole	2025-11-13
2025-06-30	$3,836,053	12,026	+6.3%	Shares	Sole	2025-08-13
2025-03-31	$3,044,569	11,316	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.