Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,213,736
+$11,580,949 QoQ
Shares Held
39,065
+623.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#503
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $143,415,881 across 38 Credit Services names. AXP ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
157,055 | $53,883,999 | |
| 2 | MA |
Mastercard Inc
|
54,818 | $28,154,524 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
350,059 | $15,115,547 | |
| 4 | AXP |
American Express Co
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|
39,065 | $13,213,736 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
693,356 | $12,431,873 | |
| 6 | COF |
Capital One Financial Corp
|
37,902 | $7,603,899 | |
| 7 | SYF |
Synchrony Financial
|
54,008 | $4,107,308 | |
| 8 | KLAR |
Klarna Group plc
|
128,655 | $2,603,977 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,213,736 | 39,065 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,632,787 | 5,398 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,617,396 | 7,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,726,037 | 8,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $693,462 | 2,174 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $658,634 | 2,448 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $846,445 | 2,852 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $543,755 | 2,005 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $459,857 | 1,986 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $409,157 | 1,797 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $418,142 | 2,232 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $257,501 | 1,726 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $221,930 | 1,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,022 | 1,249 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $180,255 | 1,220 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $156,090 | 1,157 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $160,383 | 1,157 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $230,758 | 1,234 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $192,230 | 1,175 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $190,649 | 1,138 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $234,957 | 1,422 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $197,204 | 1,631 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $157,593 | 1,572 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $142,324 | 1,495 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $128,671 | 1,503 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||