Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$91,534,508
+$16,125,035 QoQ
Shares Held
270,612
+8.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#164
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $997,783,296 across 25 Credit Services names. AXP ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,150,234 | $394,633,782 | |
| 2 | MA |
Mastercard Inc
|
634,858 | $326,063,068 | |
| 3 | AXP |
American Express Co
This page
|
270,612 | $91,534,508 | |
| 4 | SYF |
Synchrony Financial
|
780,110 | $59,327,364 | |
| 5 | COF |
Capital One Financial Corp
|
254,858 | $51,129,611 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
871,409 | $37,627,440 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
513,757 | $9,211,663 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
112,522 | $9,176,169 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,534,508 | 270,612 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,409,473 | 249,304 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $85,817,671 | 231,971 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $79,017,874 | 237,891 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $97,368,325 | 305,249 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $95,118,052 | 353,533 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $100,784,837 | 339,583 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $97,204,317 | 358,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $98,032,481 | 423,375 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $100,168,343 | 439,933 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $88,332,494 | 471,509 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $72,357,298 | 485,001 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $86,986,944 | 499,351 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $82,873,683 | 502,417 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $68,304,824 | 462,300 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $62,993,254 | 466,928 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $63,058,237 | 454,900 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $73,305,309 | 392,007 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $64,270,749 | 392,853 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $70,041,276 | 418,082 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,074,619 | 442,260 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $70,456,920 | 498,140 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $71,095,803 | 588,006 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,734,606 | 845,233 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $83,477,642 | 876,866 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $80,225,642 | 937,106 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||