Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$438,033
+$39,365 QoQ
Shares Held
1,295
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,107
of 2,990 holders
Holding Since
Mar 2020
20 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, 2026Capital Advisors, Ltd. LLC holds $3,570,359 across 17 Credit Services names. AXP ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,781 | $1,297,223 | |
| 2 | MA |
Mastercard Inc
|
2,369 | $1,216,718 | |
| 3 | COF |
Capital One Financial Corp
|
2,263 | $454,003 | |
| 4 | AXP |
American Express Co
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|
1,295 | $438,033 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
489 | $39,877 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,648 | $29,548 | |
| 7 | SLM |
SLM Corp
|
913 | $23,683 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
97 | $20,983 |
All Filings in AXP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,033 | 1,295 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $398,668 | 1,318 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $487,594 | 1,318 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $437,786 | 1,318 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $420,415 | 1,318 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $352,724 | 1,311 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $390,872 | 1,317 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $347,407 | 1,281 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $293,142 | 1,266 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,391 | 1,047 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $194,833 | 1,040 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $159,484 | 1,069 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $186,219 | 1,069 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $72,083 | 437 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $61 | 1,040 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,641 | 153 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,545 | 141 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $28,424 | 152 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $24,376 | 149 | Shares | Sole | 2022-02-08 | |
| 2020-03-31 | $7,448 | 87 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||