Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,518,005
+$879,474 QoQ
Shares Held
13,357
+11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#846
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $30,203,015 across 10 Credit Services names. AXP ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,832 | $11,950,510 | |
| 2 | MA |
Mastercard Inc
|
9,330 | $4,791,888 | |
| 3 | AXP |
American Express Co
This page
|
13,357 | $4,518,005 | |
| 4 | COF |
Capital One Financial Corp
|
15,129 | $3,035,179 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
14,158 | $1,534,019 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
79,778 | $1,430,419 | |
| 7 | ECPG |
Encore Capital Group Inc
|
13,084 | $1,220,606 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
4,709 | $1,018,650 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,518,005 | 13,357 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,638,531 | 12,029 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,925,169 | 10,610 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,498,973 | 10,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,354,712 | 10,517 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,918,116 | 10,846 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,161,110 | 10,651 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,071,340 | 11,325 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,560,943 | 11,060 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,471,347 | 10,854 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,075,144 | 5,739 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,571,418 | 10,533 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,831,190 | 10,512 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,811,315 | 10,981 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,650,958 | 11,174 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,534,331 | 11,373 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,107,162 | 15,201 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,281,476 | 17,548 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,082,878 | 18,844 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,624,524 | 15,666 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,733,069 | 16,541 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,263,464 | 16,003 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,422,627 | 11,766 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,261,546 | 12,584 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $922,583 | 9,691 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,066,786 | 12,461 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||