Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,673,849
+$3,082,227 QoQ
Shares Held
75,902
+1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#369
of 2,998 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $704,793,052 across 13 Credit Services names. AXP ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
851,448 | $437,303,689 | |
| 2 | V |
Visa Inc.
|
463,186 | $158,914,481 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
964,281 | $41,637,651 | |
| 4 | AXP |
American Express Co
This page
|
75,902 | $25,673,849 | |
| 5 | COF |
Capital One Financial Corp
|
124,723 | $25,021,927 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
429,171 | $7,695,035 | |
| 7 | KLAR |
Klarna Group plc
|
218,045 | $4,413,230 | |
| 8 | ENVA |
Enova International, Inc.
|
4,722 | $1,136,726 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,673,849 | 75,902 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $22,591,622 | 74,688 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $26,685,971 | 72,134 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,506,227 | 61,736 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $10,772,909 | 33,773 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $11,758,828 | 43,705 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,448,970 | 38,576 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $10,598,495 | 39,080 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $8,250,357 | 35,631 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,431,887 | 58,992 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,506,067 | 66,756 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $12,498,391 | 83,775 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $13,167,254 | 75,587 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $6,219,603 | 37,706 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $14,497,524 | 98,122 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,989,040 | 111,104 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $23,821,984 | 171,851 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $30,038,371 | 160,633 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,169,342 | 221,084 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,875,455 | 178,329 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $29,016,204 | 175,611 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $23,356,410 | 165,133 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $33,180,000 | 274,419 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||