Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$47,936,727
-$11,770,613 QoQ
Shares Held
158,479
-1.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.19245452078824324.ToString("F0")%
Shared 0.ToString("F0")%
None 99.80754547921175.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $131,084,515 across 40 Credit Services names. AXP ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
158,479 | $47,936,727 | |
| 2 | V |
Visa Inc.
|
146,395 | $44,246,424 | |
| 3 | MA |
Mastercard Inc
|
58,782 | $29,371,014 | |
| 4 | COF |
Capital One Financial Corp
|
20,854 | $3,804,395 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
130,413 | $2,070,958 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
30,071 | $1,360,111 | |
| 7 | SYF |
Synchrony Financial
|
10,865 | $739,037 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,467 | $371,390 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,936,727 | 158,479 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,707,340 | 161,393 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $57,877,219 | 174,245 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $56,102,521 | 175,881 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,318,882 | 123,839 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $37,080,349 | 124,938 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $32,844,489 | 121,108 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,732,576 | 124,088 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,545,559 | 6,788 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,166,190 | 6,225 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $850,532 | 5,701 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $939,460 | 5,393 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $836,791 | 5,073 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $712,155 | 4,820 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $583,081 | 4,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $476,714 | 3,439 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $766,887 | 4,101 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $383,314 | 2,343 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $411,286 | 2,455 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $245,862 | 1,488 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $173,688 | 1,228 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $143,157 | 1,184 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $118,595 | 1,183 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $107,861 | 1,133 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $100,848 | 1,178 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||