Cambridge Investment Research Advisors, Inc.
Position in AXP — American Express Co
CIK 1419186
FAIRFIELD, IA
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$43,486,096
+$7,922,918 QoQ
Shares Held
128,562
+9.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#33
of 1,145 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $267,633,931 across 19 Credit Services names. AXP ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
379,555 | $130,221,524 | |
| 2 | MA |
Mastercard Inc
|
117,937 | $60,572,443 | |
| 3 | AXP |
American Express Co
This page
|
128,562 | $43,486,096 | |
| 4 | COF |
Capital One Financial Corp
|
58,567 | $11,749,711 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
148,415 | $6,408,559 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
276,218 | $4,952,588 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
25,053 | $1,527,481 | |
| 8 | SYF |
Synchrony Financial
|
19,844 | $1,509,136 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,486,096 | 128,562 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $35,563,178 | 117,572 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,566,396 | 120,466 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $38,034,645 | 114,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,135,956 | 97,611 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $25,678,939 | 95,443 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $26,005,036 | 87,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,417,520 | 112,159 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $20,763,551 | 89,672 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $20,073,378 | 88,161 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $14,816,720 | 79,090 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,234,305 | 75,302 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,332,489 | 70,795 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $11,191,527 | 67,848 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,361,116 | 70,126 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,411,726 | 69,763 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $9,471,765 | 68,329 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,234,849 | 65,427 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,346,064 | 63,240 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $9,580,370 | 57,186 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,913,001 | 53,943 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,163,936 | 50,650 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,432,244 | 44,928 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,876,160 | 48,640 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,044,076 | 52,984 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,938,488 | 46,005 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||