Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$470,844
+$35,273 QoQ
Shares Held
1,392
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,062
of 2,998 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $50,794,035 across 8 Credit Services names. AXP ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
88,915 | $45,666,744 | |
| 2 | V |
Visa Inc.
|
12,221 | $4,192,902 | |
| 3 | AXP |
American Express Co
This page
|
1,392 | $470,844 | |
| 4 | COF |
Capital One Financial Corp
|
2,220 | $445,376 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
525 | $9,413 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
100 | $3,543 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
65 | $2,806 | |
| 8 | ENVA |
Enova International, Inc.
|
10 | $2,407 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,844 | 1,392 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $435,571 | 1,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $527,548 | 1,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $473,660 | 1,426 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $454,865 | 1,426 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $383,665 | 1,426 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $424,409 | 1,430 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $386,731 | 1,426 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $305,877 | 1,321 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $810,804 | 3,561 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $667,117 | 3,561 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $630,626 | 4,227 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $739,479 | 4,245 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $694,274 | 4,209 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $621,879 | 4,209 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $567,836 | 4,209 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $583,451 | 4,209 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $593,164 | 3,172 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $518,939 | 3,172 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $531,405 | 3,172 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $524,109 | 3,172 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $448,647 | 3,172 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $396,222 | 3,277 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $328,519 | 3,277 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $311,970 | 3,277 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $280,543 | 3,277 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||