Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$395,414
+$54,822 QoQ
Shares Held
1,169
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,182
of 2,990 holders
Holding Since
Mar 2021
21 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, 2026Colonial Trust Advisors holds $27,489,643 across 8 Credit Services names. AXP ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
77,515 | $26,594,621 | |
| 2 | MA |
Mastercard Inc
|
872 | $447,859 | |
| 3 | AXP |
American Express Co
This page
|
1,169 | $395,414 | |
| 4 | COF |
Capital One Financial Corp
|
153 | $30,694 | |
| 5 | WRLD |
World Acceptance Corp
|
50 | $11,191 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
130 | $7,926 | |
| 7 | WU |
Western Union CO
|
250 | $1,925 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
0 | $13 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,414 | 1,169 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $340,592 | 1,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $416,563 | 1,126 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $450,408 | 1,356 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $432,536 | 1,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $364,831 | 1,356 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $402,447 | 1,356 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $367,747 | 1,356 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $313,981 | 1,356 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,846 | 1,374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $265,648 | 1,418 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $522,612 | 3,503 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $617,016 | 3,542 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $584,252 | 3,542 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,868,594 | 12,647 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $468,947 | 3,476 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $229,262 | 1,226 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $234,111 | 1,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $239,735 | 1,431 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $236,444 | 1,431 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $202,400 | 1,431 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||