Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,163,108
+$40,001 QoQ
Shares Held
6,395
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,155
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Mar 31, 2026CallValue
$30,248
CallShares
100
PutValue
$0
PutShares
0
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 Jun 30, 2026Chicago Partners Investment Group LLC holds $30,084,144 across 11 Credit Services names. AXP ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,344 | $12,469,262 | |
| 2 | MA |
Mastercard Inc
|
11,440 | $5,875,584 | |
| 3 | COF |
Capital One Financial Corp
|
21,806 | $4,374,719 | |
| 4 | AXP |
American Express Co
This page
|
6,395 | $2,163,108 | |
| 5 | SYF |
Synchrony Financial
|
17,642 | $1,341,674 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
20,317 | $1,238,727 | |
| 7 | ALLY |
Ally Financial Inc.
|
24,691 | $1,134,551 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,909 | $686,950 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,163,108 | 6,395 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,123,107 | 7,019 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $30,248 | 100 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $2,535,267 | 6,853 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,263,006 | 6,813 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,063,800 | 6,470 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,348,209 | 5,011 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,386,306 | 4,671 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,241,824 | 4,579 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,024,377 | 4,424 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $997,054 | 4,379 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $790,762 | 4,221 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $626,896 | 4,202 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $735,298 | 4,221 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $515,138 | 3,123 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $346,473 | 2,345 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,625 | 2,384 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $330,608 | 2,385 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $429,539 | 2,297 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $477,221 | 2,917 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $460,707 | 2,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $461,322 | 2,792 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $392,637 | 2,776 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $270,354 | 2,236 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $220,850 | 2,203 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||