Position in AXP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$72,967,249
-$11,804,943 QoQ
Shares Held
241,230
+5.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.345609358742108.ToString("F0")%
Shared 0.ToString("F0")%
None 98.65439064125789.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$118,200
PutShares
800
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 Mar 31, 2026Creative Planning holds $575,520,081 across 30 Credit Services names. AXP ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
811,682 | $245,322,766 | |
| 2 | MA |
Mastercard Inc
|
282,263 | $141,035,530 | |
| 3 | AXP |
American Express Co
This page
|
241,230 | $72,967,249 | |
| 4 | COF |
Capital One Financial Corp
|
226,760 | $41,367,826 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
478,103 | $21,624,597 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
47,510 | $8,931,880 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
149,331 | $7,987,715 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
294,595 | $4,678,168 |
All Filings in AXP
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,967,249 | 241,230 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $84,772,192 | 229,145 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,533,114 | 218,368 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $60,715,290 | 190,342 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $49,380,091 | 183,535 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,606,552 | 170,513 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $43,671,607 | 161,031 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $35,589,916 | 153,703 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,123,202 | 145,475 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,901,627 | 138,260 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,223,130 | 128,850 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $21,494,537 | 123,390 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $19,258,736 | 116,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,200 | 800 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $16,766,817 | 113,481 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,778,850 | 109,546 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $107,928 | 800 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $14,783,129 | 106,645 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $110,896 | 800 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $149,600 | 800 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $17,640,645 | 94,335 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,448,497 | 88,316 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,019,721 | 95,623 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,582,180 | 94,306 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,376,707 | 87,505 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,451,823 | 86,443 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,844,055 | 88,220 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,454,445 | 78,303 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,091,675 | 82,837 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||