Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$20,527,039
+$2,248,476 QoQ
Shares Held
60,686
+0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#84
of 1,247 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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. AXP ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
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|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,527,039 | 60,686 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $18,278,563 | 60,429 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,423,779 | 60,613 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,386,384 | 55,354 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,601,635 | 55,181 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,999,478 | 52,033 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,563,693 | 25,485 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $5,847,614 | 21,562 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,908,731 | 12,562 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,760,058 | 12,122 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,781,999 | 14,850 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,595,885 | 10,697 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,864,114 | 10,701 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,875,151 | 11,368 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,340,240 | 9,071 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $742,814 | 5,506 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,050,739 | 7,580 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,593,053 | 8,519 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,140,292 | 6,970 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $469,084 | 2,800 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $887,615 | 5,372 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $706,634 | 4,996 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $602,857 | 4,986 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $476,989 | 4,758 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $595,000 | 6,250 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $402,452 | 4,701 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||