Position in AXP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$70,940,331
-$14,214,020 QoQ
Shares Held
234,529
+1.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $553,530,164 across 23 Credit Services names. AXP ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
827,943 | $250,237,492 | |
| 2 | MA |
Mastercard Inc
|
262,005 | $130,913,418 | |
| 3 | AXP |
American Express Co
This page
|
234,529 | $70,940,331 | |
| 4 | OMF |
OneMain Holdings, Inc.
|
483,729 | $25,874,664 | |
| 5 | COF |
Capital One Financial Corp
|
138,834 | $25,327,486 | |
| 6 | SYF |
Synchrony Financial
|
192,843 | $13,117,180 | |
| 7 | ENVA |
Enova International, Inc.
|
62,245 | $8,454,738 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
135,868 | $6,145,309 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,940,331 | 234,529 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $85,154,351 | 230,178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,601,798 | 194,490 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $62,322,950 | 195,382 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $52,662,770 | 195,736 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $58,689,628 | 197,748 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $55,421,889 | 204,358 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $40,200,553 | 173,615 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $40,429,319 | 177,563 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $33,404,032 | 178,307 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $26,260,870 | 176,023 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,452,976 | 140,373 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $26,608,297 | 180,090 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $22,807,074 | 169,054 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $18,387,025 | 152,072 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,065,858 | 170,233 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $15,964,373 | 167,693 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,230,672 | 142,865 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||