Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,911,051
+$516,925 QoQ
Shares Held
14,519
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#818
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Aviance Capital Partners, LLC holds $26,069,319 across 9 Credit Services names. AXP ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,597 | $6,723,534 | |
| 2 | AXP |
American Express Co
This page
|
14,519 | $4,911,051 | |
| 3 | MA |
Mastercard Inc
|
8,751 | $4,494,513 | |
| 4 | ENVA |
Enova International, Inc.
|
12,497 | $3,008,402 | |
| 5 | COF |
Capital One Financial Corp
|
12,357 | $2,479,061 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
34,225 | $2,086,698 | |
| 7 | SYF |
Synchrony Financial
|
19,884 | $1,512,178 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
14,134 | $610,306 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,911,051 | 14,519 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,394,126 | 14,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,378,333 | 14,538 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,828,942 | 14,538 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,637,331 | 14,538 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,909,296 | 14,530 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,416,235 | 14,880 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,956,808 | 14,590 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,342,887 | 14,437 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,276,686 | 14,391 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,321,329 | 12,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,848,613 | 12,391 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,183,771 | 12,536 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,068,802 | 12,542 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,853,080 | 12,542 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,691,906 | 12,541 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,738,433 | 12,541 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,344,980 | 12,540 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,051,544 | 12,540 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,122,940 | 12,672 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,114,117 | 12,795 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,772,526 | 12,532 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,515,244 | 12,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,256,232 | 12,531 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,192,856 | 12,530 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,060,793 | 12,391 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||