Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,631,136
+$1,645,367 QoQ
Shares Held
40,299
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#116
of 1,247 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $45,755,860 across 7 Credit Services names. AXP ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
68,238 | $23,411,775 | |
| 2 | AXP |
American Express Co
This page
|
40,299 | $13,631,136 | |
| 3 | MA |
Mastercard Inc
|
8,708 | $4,472,428 | |
| 4 | AGM |
Federal Agricultural Mortgage Corp
|
12,315 | $2,454,009 | |
| 5 | COF |
Capital One Financial Corp
|
6,458 | $1,295,603 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
15,798 | $283,258 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,809 | $207,651 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,631,136 | 40,299 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $11,985,769 | 39,625 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $14,202,009 | 38,389 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $13,174,129 | 39,662 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $7,514,530 | 23,558 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,542,757 | 24,318 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $7,454,473 | 25,117 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||