Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,202,345
+$218,077 QoQ
Shares Held
6,511
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,141
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2025CallValue
$577,491
CallShares
1,561
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. AXP ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
This page
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,202,345 | 6,511 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,984,268 | 6,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,791,642 | 7,546 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $577,491 | 1,561 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $2,461,637 | 7,411 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $518,502 | 156,100 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $2,777,039 | 8,706 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,244,690 | 14,302 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,585,720 | 16,909 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,981,502 | 17,195 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,770,560 | 20,952 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,794,197 | 20,253 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,125,828 | 20,952 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $14,138,246 | 81,161 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,312,031 | 20,079 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,009,196 | 27,135 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,489,311 | 25,864 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,040,906 | 21,937 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,303,057 | 23,011 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,176,216 | 25,527 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,467,187 | 26,665 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,214,025 | 25,504 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,412,804 | 24,129 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,251,947 | 18,625 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,852,418 | 18,478 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,580,509 | 16,602 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $955,492 | 11,161 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||