Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$218,847
+$104,208 QoQ
Shares Held
647
+70.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,623
of 2,990 holders
Holding Since
Mar 2020
21 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, 2026ATLAS CAPITAL ADVISORS INC. holds $4,852,810 across 10 Credit Services names. AXP ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,564 | $1,908,952 | |
| 2 | SYF |
Synchrony Financial
|
17,003 | $1,293,078 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
8,553 | $521,476 | |
| 4 | COF |
Capital One Financial Corp
|
2,532 | $507,969 | |
| 5 | AXP |
American Express Co
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|
647 | $218,847 | |
| 6 | ALLY |
Ally Financial Inc.
|
4,225 | $194,138 | |
| 7 | MA |
Mastercard Inc
|
200 | $102,720 | |
| 8 | WU |
Western Union CO
|
13,243 | $101,971 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,847 | 647 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $114,639 | 379 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $69,550 | 188 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $57,735 | 181 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,617 | 203 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $57,280 | 193 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $72,139 | 266 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $54,182 | 234 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $65,119 | 286 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $43,837 | 234 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $34,910 | 234 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,762 | 234 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $38,598 | 234 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $34,573 | 234 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $31,568 | 234 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,437 | 234 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,744,149 | 9,327 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,671,828 | 10,219 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $8,041 | 48 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,931 | 48 | Shares | Sole | 2021-07-30 | |
| 2020-03-31 | $39,894 | 466 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||