Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,762,487
+$337,203 QoQ
Shares Held
8,167
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,051
of 2,990 holders
Holding Since
Jun 2020
25 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, 2026MATHER GROUP, LLC. holds $26,349,077 across 14 Credit Services names. AXP ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
38,092 | $13,068,984 | |
| 2 | MA |
Mastercard Inc
|
17,158 | $8,812,348 | |
| 3 | AXP |
American Express Co
This page
|
8,167 | $2,762,487 | |
| 4 | COF |
Capital One Financial Corp
|
5,074 | $1,017,945 | |
| 5 | SYF |
Synchrony Financial
|
6,267 | $476,605 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,268 | $54,752 | |
| 7 | ALLY |
Ally Financial Inc.
|
772 | $35,473 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
401 | $32,701 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,762,487 | 8,167 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,425,284 | 8,018 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,048,388 | 8,240 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,290,575 | 6,896 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,037,644 | 6,388 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,633,671 | 6,072 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,661,727 | 5,599 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,608,216 | 5,930 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,059,174 | 8,893 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,240,910 | 5,450 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,107,179 | 5,910 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $905,284 | 6,068 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,122,544 | 6,444 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $898,647 | 5,448 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,685,679 | 11,409 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,615,681 | 11,976 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,519,136 | 10,959 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,002,957 | 10,711 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $854,155 | 5,221 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $424,018 | 2,531 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $424,475 | 2,569 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $362,935 | 2,566 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $317,993 | 2,630 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $263,557 | 2,629 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $345,100 | 3,625 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||