Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$191,110
+$68,606 QoQ
Shares Held
565
+39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,708
of 2,988 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,446,451 across 11 Credit Services names. AXP ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,449 | $1,526,406 | |
| 2 | MA |
Mastercard Inc
|
2,657 | $1,364,635 | |
| 3 | AXP |
American Express Co
This page
|
565 | $191,110 | |
| 4 | COF |
Capital One Financial Corp
|
4,212 | $176,360 | |
| 5 | WU |
Western Union CO
|
11,901 | $91,637 | |
| 6 | SYF |
Synchrony Financial
|
876 | $66,619 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
400 | $17,272 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
51 | $5,525 |
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,110 | 565 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $122,504 | 405 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $152,418 | 412 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $134,524 | 405 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||