Position in AXP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$637,601
+$67,729 QoQ
Shares Held
1,885
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,848
of 2,990 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $90,755,917 across 6 Credit Services names. AXP ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
228,947 | $78,549,426 | |
| 2 | COF |
Capital One Financial Corp
|
29,246 | $5,867,332 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
|
12,925 | $2,795,936 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
109,462 | $1,962,653 | |
| 5 | MA |
Mastercard Inc
|
1,836 | $942,969 | |
| 6 | AXP |
American Express Co
This page
|
1,885 | $637,601 |
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,601 | 1,885 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $569,872 | 1,884 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $558,624 | 1,510 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $422,839 | 1,273 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $408,294 | 1,280 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $500,433 | 1,860 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $460,024 | 1,550 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $421,987 | 1,556 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $353,808 | 1,528 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $347,910 | 1,528 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $341,146 | 1,821 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $224,978 | 1,508 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $319,134 | 1,832 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $250,394 | 1,518 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $227,387 | 1,539 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $234,338 | 1,737 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $258,249 | 1,863 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $343,332 | 1,836 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $707,242 | 4,323 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $240,740 | 1,437 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $237,435 | 1,437 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $203,249 | 1,437 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||