Orion Porfolio Solutions, LLC

Position in AXP — American Express Co

CIK 1360533 OMAHA, NE

Position in AXP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$20,628,531

-$3,277,268 QoQ

Shares Held

68,198

+5.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $103,289,081 across 14 Credit Services names. AXP ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	123,729	$37,395,852
2	MA	Mastercard Inc	61,336	$30,647,145
3	AXP	American Express Co This page	68,198	$20,628,531
4	COF	Capital One Financial Corp	29,506	$5,382,779
5	WU	Western Union CO	198,441	$1,732,389
6	ALLY	Ally Financial Inc.	44,009	$1,726,473
7	SYF	Synchrony Financial	22,339	$1,519,498
8	SOFI	SoFi Technologies, Inc.	82,539	$1,310,718

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,628,531	68,198	+5.5%	Shares	Sole	2026-05-13
2025-12-31	$23,905,799	64,619	-5.8%	Shares	Sole	2026-02-12
2025-09-30	$22,788,168	68,606	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$21,507,864	67,427	+8.0%	Shares	Sole	2025-08-27
2025-03-31	$16,802,172	62,450	-7.5%	Shares	Sole	2025-08-01
2024-12-31	$20,038,370	67,517	-13.8%	Shares	Sole	2025-08-01
2024-09-30	$21,238,485	78,313	-8.7%	Shares	Sole	2025-07-31
2024-06-30	$19,853,328	85,741	-10.3%	Shares	Sole	2025-07-31
2024-03-31	$21,755,779	95,550	-5.7%	Shares	Sole	2025-07-31
2023-12-31	$18,985,035	101,340	-4.6%	Shares	Sole	2025-07-31
2023-09-30	$15,851,139	106,248	-4.4%	Shares	Sole	2025-07-31
2023-06-30	$19,368,252	111,184	-4.3%	Shares	Sole	2025-07-31
2023-03-31	$19,169,829	116,216	+11.3%	Shares	Sole	2025-07-31
2022-12-31	$15,433,817	104,459	-3.8%	Shares	Sole	2023-02-06
2022-09-30	$14,650,281	108,593	-2.4%	Shares	Sole	2022-11-01
2022-06-30	$15,416,346	111,213	+1.5%	Shares	Sole	2022-07-18
2022-03-31	$20,485,289	109,547	-8.6%	Shares	Sole	2022-05-16
2021-12-31	$19,600,098	119,805	+5.1%	Shares	Sole	2022-02-08
2021-09-30	$19,093,561	113,971	0.0%	Shares	Sole	2021-11-08
2021-06-30	$18,831,428	113,971	+8.9%	Shares	Sole	2021-08-03
2021-03-31	$14,798,725	104,629	+1255.6%	Shares	Sole	2021-05-12
2020-12-31	$933,183	7,718	-6.0%	Shares	Sole	2021-02-16
2020-09-30	$823,152	8,211	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.