Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,841,182
-$3,141,469 QoQ
Shares Held
32,535
-7.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $64,555,589 across 32 Credit Services names. AXP ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
43,676 | $21,823,139 | |
| 2 | V |
Visa Inc.
|
70,673 | $21,360,196 | |
| 3 | AXP |
American Express Co
This page
|
32,535 | $9,841,182 | |
| 4 | COF |
Capital One Financial Corp
|
28,099 | $5,126,094 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,463 | $2,191,977 | |
| 6 | SYF |
Synchrony Financial
|
26,902 | $1,829,871 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
38,029 | $603,899 | |
| 8 | ALLY |
Ally Financial Inc.
|
8,765 | $343,848 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,841,182 | 32,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,982,651 | 35,093 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,036,810 | 36,238 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $11,824,265 | 37,069 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,071,168 | 26,282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,865,708 | 29,872 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,938,378 | 25,584 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,923,971 | 25,584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,211,608 | 27,281 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,596,010 | 24,533 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,430,472 | 22,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,114,775 | 23,621 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,828,560 | 17,148 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,519,136 | 17,050 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,592,023 | 19,213 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,724,434 | 19,654 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,485,867 | 18,641 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $3,181,201 | 19,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,623,183 | 15,658 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,436,480 | 14,746 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,873,088 | 13,243 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,584,403 | 13,104 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,735,627 | 17,313 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,133,907 | 22,415 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,145,471 | 25,061 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||