Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,018,167
-$74,071 QoQ
Shares Held
47,356
-11.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#464
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$2,190
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, 2026Private Advisor Group, LLC holds $105,581,327 across 11 Credit Services names. AXP ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,745 | $52,748,371 | |
| 2 | MA |
Mastercard Inc
|
35,145 | $18,050,472 | |
| 3 | AXP |
American Express Co
This page
|
47,356 | $16,018,167 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
355,655 | $6,376,894 | |
| 5 | COF |
Capital One Financial Corp
|
21,490 | $4,311,323 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
77,236 | $2,736,471 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,309 | $2,647,322 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
21,494 | $1,752,835 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,018,167 | 47,356 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,092,238 | 53,201 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,473,428 | 52,638 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,078,536 | 48,406 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,390,787 | 51,385 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,241,951 | 56,651 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,259,343 | 54,784 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $15,112,077 | 55,723 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $12,808,419 | 55,316 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,380,188 | 54,373 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,917,966 | 52,941 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,354,917 | 49,299 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $2,190 | 0 | Put | Sole | 2023-11-03 | |
| 2023-06-30 | $7,950,139 | 45,638 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,324,109 | 44,402 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,406,855 | 50,131 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,574,885 | 41,323 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,353,791 | 53,050 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,827,598 | 52,554 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,071,533 | 49,337 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,327,205 | 67,613 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,679,229 | 46,476 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,522,505 | 46,115 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,171,199 | 42,769 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $5,193,250 | 51,803 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,705,050 | 59,927 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,172,727 | 60,422 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||