Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$44,161,581
+$5,530,953 QoQ
Shares Held
130,559
+2.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#260
of 2,990 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. AXP ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
This page
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,161,581 | 130,559 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $38,630,628 | 127,713 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,338,036 | 130,661 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,997,844 | 123,428 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,040,262 | 97,311 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $26,266,544 | 97,627 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,444,239 | 99,209 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $27,202,716 | 100,305 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $23,625,278 | 102,031 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,713,530 | 126,108 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,144,566 | 128,881 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,035,599 | 127,593 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,985,331 | 143,429 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,903,656 | 150,977 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $22,323,252 | 151,088 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $20,522,374 | 152,119 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,702,203 | 149,345 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $27,821,299 | 148,777 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $26,606,431 | 162,631 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,312,737 | 169,001 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,377,922 | 171,748 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,369,970 | 172,299 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $21,276,411 | 175,969 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $18,106,052 | 180,609 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,035,278 | 178,942 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,329,925 | 179,067 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||