Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,515
-$8,537 QoQ
Shares Held
37
-43.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,918
of 2,990 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $4,210,263 across 9 Credit Services names. AXP ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
7,357 | $3,778,555 | |
| 2 | V |
Visa Inc.
|
597 | $204,824 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
10,765 | $193,016 | |
| 4 | AXP |
American Express Co
This page
|
37 | $12,515 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
227 | $9,801 | |
| 6 | COF |
Capital One Financial Corp
|
39 | $7,824 | |
| 7 | SEZL |
Sezzle Inc.
|
12 | $2,059 | |
| 8 | SYF |
Synchrony Financial
|
14 | $1,064 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,515 | 37 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $21,052 | 66 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,757 | 66 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,007 | 91 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $57,494 | 212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,241 | 14 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,187 | 14 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,622 | 14 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $46,845 | 314 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,438 | 14 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,917 | 48 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,068 | 14 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,888 | 14 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,940 | 14 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $505,274 | 2,702 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $299,878 | 1,833 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $311,438 | 1,859 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $263,541 | 1,595 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||