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Equibles

Dana Investment Advisors, Inc.

Position in AXP — American Express Co

CIK 1427514 BROOKFIELD, WI
Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$26,731,559
+$2,451,187 QoQ
Shares Held
79,029
-1.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#362
of 3,003 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Dana Investment Advisors, Inc. holds $117,891,665 across 7 Credit Services names. AXP ranks #2 (22.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 135,405 $46,456,101
2 AXP
American Express Co
This page 		79,029 $26,731,559
3 ECPG
Encore Capital Group Inc
 151,441 $14,127,930
4 COF
Capital One Financial Corp
 51,360 $10,303,843
5 MA
Mastercard Inc
 19,547 $10,039,339
6 GDOT
Green Dot Corp
 719,475 $9,720,107
7 AFRM
Affirm Holdings, Inc.
 6,288 $512,786

All Filings in AXP

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,731,559 79,029
2026-03-31 $24,280,372 80,271
2025-12-31 $30,309,633 81,929
2025-09-30 $28,985,610 87,264
2025-06-30 $28,088,740 88,058
2025-03-31 $24,584,712 91,376
2024-12-31 $29,789,109 100,371
2024-09-30 $27,654,535 101,971
2024-06-30 $25,672,180 110,871
2024-03-31 $26,739,685 117,439
2023-12-31 $23,603,715 125,994
2023-09-30 $20,785,896 139,325
2023-06-30 $24,249,162 139,203
2023-03-31 $23,519,230 142,584
2022-12-31 $24,128,313 163,305
2022-09-30 $21,389,171 158,544
2022-06-30 $22,988,186 165,836
2022-03-31 $33,007,557 176,511
2021-12-31 $23,689,607 144,802
2021-09-30 $24,918,412 148,740
2021-06-30 $20,597,571 124,660
2021-03-31 $18,673,616 132,025
2020-12-31 $15,308,898 126,614
2020-09-30 $23,089,379 230,318
2020-06-30 $22,832,101 239,833
2020-03-31 $22,380,765 261,427