Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,605,585
+$2,536,340 QoQ
Shares Held
66,831
+0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#395
of 2,990 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. AXP ranks #3 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
This page
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,605,585 | 66,831 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $20,069,245 | 66,349 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $22,482,971 | 60,773 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $19,946,208 | 60,050 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,691,909 | 58,599 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $15,495,665 | 57,594 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,454,927 | 55,443 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,851,725 | 54,763 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $12,940,171 | 55,885 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,445,990 | 54,662 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,668,450 | 56,947 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,830,386 | 52,486 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,322,230 | 47,774 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,169,148 | 49,525 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,737,695 | 45,602 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $5,357,950 | 39,715 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $5,199,358 | 37,508 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,141,641 | 32,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,551,275 | 33,932 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,157,913 | 30,788 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,058,351 | 30,614 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,564,127 | 32,269 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,686,304 | 30,488 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,976,923 | 29,695 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $345,671 | 3,631 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||