Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,989,248
+$189,190 QoQ
Shares Held
5,881
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,194
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $12,712,820 across 7 Credit Services names. AXP ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,946 | $4,784,733 | |
| 2 | MA |
Mastercard Inc
|
7,840 | $4,026,624 | |
| 3 | AXP |
American Express Co
This page
|
5,881 | $1,989,248 | |
| 4 | COF |
Capital One Financial Corp
|
5,468 | $1,096,990 | |
| 5 | SYF |
Synchrony Financial
|
4,290 | $326,254 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,347 | $274,063 | |
| 7 | ALLY |
Ally Financial Inc.
|
4,677 | $214,908 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,989,248 | 5,881 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,800,058 | 5,951 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,089,107 | 5,647 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,884,343 | 5,673 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,034,454 | 6,378 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,697,705 | 6,310 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,975,434 | 6,656 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,807,548 | 6,665 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,516,189 | 6,548 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,471,105 | 6,461 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,232,135 | 6,577 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $936,316 | 6,276 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,137,177 | 6,528 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,051,556 | 6,375 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $957,567 | 6,481 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $932,228 | 6,910 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $964,102 | 6,955 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,225,224 | 6,552 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,031,988 | 6,308 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,031,649 | 6,158 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $996,336 | 6,030 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $949,062 | 6,710 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $877,081 | 7,254 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $796,085 | 7,941 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $721,044 | 7,574 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $596,616 | 6,969 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||