Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,412,193
+$248,855 QoQ
Shares Held
4,175
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,380
of 2,990 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $16,958,974 across 6 Credit Services names. AXP ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,643 | $9,140,946 | |
| 2 | MA |
Mastercard Inc
|
10,858 | $5,576,668 | |
| 3 | AXP |
American Express Co
This page
|
4,175 | $1,412,193 | |
| 4 | COF |
Capital One Financial Corp
|
1,879 | $376,964 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
13,419 | $240,602 | |
| 6 | ENVA |
Enova International, Inc.
|
879 | $211,601 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,193 | 4,175 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,163,338 | 3,846 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,376,953 | 3,722 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,163,224 | 3,502 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,129,508 | 3,541 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $719,977 | 2,676 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $611,387 | 2,060 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $457,514 | 1,687 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $374,879 | 1,619 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $366,353 | 1,609 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $235,111 | 1,255 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $210,656 | 1,412 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||