Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,998,612
+$8,848,354 QoQ
Shares Held
218,769
+1.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#186
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 14%
None 28%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. AXP ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
This page
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,998,612 | 218,769 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $65,150,258 | 215,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,583,053 | 198,900 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $61,893,033 | 186,335 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $60,525,179 | 189,746 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $47,796,194 | 177,648 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $45,314,490 | 152,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $40,887,468 | 150,765 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $28,186,581 | 121,730 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,088,124 | 140,929 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $77,876,488 | 415,696 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $11,988,610 | 80,358 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,056,362 | 92,172 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,492,323 | 75,734 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,063,252 | 68,110 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,857,258 | 21,179 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,936,664 | 21,185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,201,627 | 17,121 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,250,318 | 13,755 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,274,400 | 7,607 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,215,101 | 7,354 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,016,529 | 7,187 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,050,466 | 8,688 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,039,291 | 10,367 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,001,751 | 31,531 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,117,467 | 13,053 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||