Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in AXP — American Express Co
CIK 1429390
Ramat Gan, L3
Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$473,888
+$79,757 QoQ
Shares Held
1,401
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,056
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Harel Insurance Investments & Financial Services Ltd. holds $11,609,994 across 7 Credit Services names. AXP ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,207 | $9,334,449 | |
| 2 | MA |
Mastercard Inc
|
1,694 | $870,038 | |
| 3 | AXP |
American Express Co
This page
|
1,401 | $473,888 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
3,951 | $322,204 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,400 | $319,532 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
10,573 | $189,573 | |
| 7 | COF |
Capital One Financial Corp
|
500 | $100,310 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,888 | 1,401 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $394,131 | 1,303 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $375,129 | 1,014 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $368,697 | 1,110 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $352,153 | 1,104 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $331,200 | 1,231 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $363,864 | 1,226 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $330,321 | 1,218 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $339,915 | 1,468 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $220,631 | 969 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $198,393 | 1,059 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $157,992 | 1,059 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $168,799 | 969 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $159,836 | 969 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $129,872 | 879 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $138,957 | 1,030 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $141,253 | 1,019 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $185,878 | 994 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $138,896 | 849 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $133,018 | 794 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,109,023 | 6,712 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $350,771 | 2,480 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $329,600 | 2,726 | Shares | Defined | 2021-01-26 | |
| 2020-09-30 | $315,988 | 3,152 | Shares | Defined | 2020-10-20 | |
| 2020-06-30 | $70,448 | 740 | Shares | Defined | 2020-07-14 | |
| 2020-03-31 | $124,733 | 1,457 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||