Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,695,617
-$54,644,746 QoQ
Shares Held
256,862
-28.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 58.28560434518788.ToString("F0")%
Shared 0.0044399058739954715.ToString("F0")%
None 41.70995574893812.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $1,085,039,650 across 17 Credit Services names. AXP ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,940,415 | $586,471,029 | |
| 2 | MA |
Mastercard Inc
|
665,028 | $332,287,890 | |
| 3 | AXP |
American Express Co
This page
|
256,862 | $77,695,617 | |
| 4 | COF |
Capital One Financial Corp
|
223,671 | $40,804,300 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
387,513 | $17,527,212 | |
| 6 | WU |
Western Union CO
|
1,364,400 | $11,911,212 | |
| 7 | SYF |
Synchrony Financial
|
95,076 | $6,467,069 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
257,143 | $4,083,430 |
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,695,617 | 256,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $132,340,363 | 357,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,580,876 | 209,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,454,051 | 195,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,056,962 | 182,334 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $58,862,360 | 198,330 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $42,269,774 | 155,862 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,447,127 | 157,405 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $35,921,968 | 157,767 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $23,025,210 | 122,906 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||