Position in AXP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,280,372
-$6,029,261 QoQ
Shares Held
80,271
-2.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $104,113,479 across 7 Credit Services names. AXP ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
131,983 | $39,890,541 | |
| 2 | AXP |
American Express Co
This page
|
80,271 | $24,280,372 | |
| 3 | MA |
Mastercard Inc
|
22,474 | $11,229,358 | |
| 4 | ECPG |
Encore Capital Group Inc
|
153,952 | $10,795,114 | |
| 5 | COF |
Capital One Financial Corp
|
51,640 | $9,420,685 | |
| 6 | GDOT |
Green Dot Corp
|
731,221 | $8,204,299 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
6,397 | $293,110 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,280,372 | 80,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,309,633 | 81,929 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,985,610 | 87,264 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,088,740 | 88,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,584,712 | 91,376 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,789,109 | 100,371 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,654,535 | 101,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,672,180 | 110,871 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $26,739,685 | 117,439 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,603,715 | 125,994 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,785,896 | 139,325 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $24,249,162 | 139,203 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $23,519,230 | 142,584 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,128,313 | 163,305 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,389,171 | 158,544 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,988,186 | 165,836 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,007,557 | 176,511 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,689,607 | 144,802 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,918,412 | 148,740 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,597,571 | 124,660 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,673,616 | 132,025 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,308,898 | 126,614 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $23,089,379 | 230,318 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $22,832,101 | 239,833 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $22,380,765 | 261,427 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||