Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,976,550
+$1,405,479 QoQ
Shares Held
32,451
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#560
of 2,990 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, 2026BENJAMIN EDWARDS INC holds $122,731,197 across 7 Credit Services names. AXP ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
111,091 | $57,056,337 | |
| 2 | V |
Visa Inc.
|
136,468 | $46,820,805 | |
| 3 | AXP |
American Express Co
This page
|
32,451 | $10,976,550 | |
| 4 | COF |
Capital One Financial Corp
|
24,254 | $4,865,836 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
43,016 | $1,857,430 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
33,853 | $606,984 | |
| 7 | SYF |
Synchrony Financial
|
7,196 | $547,255 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,976,550 | 32,451 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $9,571,071 | 31,642 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,617,564 | 28,700 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,909,661 | 29,834 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $9,303,369 | 29,166 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,759,670 | 28,841 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,617,547 | 39,144 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,210,408 | 37,649 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,045,049 | 8,832 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,297,847 | 10,092 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,435,399 | 7,662 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $129,496 | 868 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $145,979 | 838 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $246,930 | 1,497 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $262,256 | 1,775 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $208,166 | 1,543 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $167,175 | 1,206 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $201,025 | 1,075 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $168,671 | 1,031 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $117,103 | 699 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $104,094 | 630 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $84,864 | 600 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $62,752 | 519 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $46,115 | 460 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,189 | 23 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,969 | 23 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||