Position in AXP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,570,301
+$615,679 QoQ
Shares Held
16,468
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#774
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, 2026Avior Wealth Management, LLC holds $18,387,263 across 8 Credit Services names. AXP ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
16,468 | $5,570,301 | |
| 2 | MA |
Mastercard Inc
|
10,056 | $5,164,761 | |
| 3 | V |
Visa Inc.
|
14,520 | $4,981,666 | |
| 4 | COF |
Capital One Financial Corp
|
4,563 | $915,429 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
19,015 | $821,067 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
6,429 | $524,284 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
11,090 | $198,843 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,570,301 | 16,468 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,954,622 | 16,380 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,073,099 | 16,416 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,581,616 | 16,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,093,789 | 12,834 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,719,347 | 13,824 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,191,565 | 14,123 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,590,331 | 16,926 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,016,929 | 17,348 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,249,833 | 18,665 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,540,351 | 18,898 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,761,208 | 18,508 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,360,840 | 19,293 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,116,235 | 18,892 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,910,231 | 19,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,698,200 | 20,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,707,941 | 19,535 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,518,218 | 18,814 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,195,108 | 19,530 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,285,430 | 19,611 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,189,930 | 19,306 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,762,181 | 19,529 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,349,039 | 19,428 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,968,108 | 19,632 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,556,615 | 16,351 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,363,339 | 15,925 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||