Position in AXP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$269,207
-$60,788 QoQ
Shares Held
890
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 56.96629213483146.ToString("F0")%
Shared 0.ToString("F0")%
None 43.033707865168545.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $2,267,345 across 13 Credit Services names. AXP ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,294 | $1,146,220 | |
| 2 | V |
Visa Inc.
|
2,277 | $688,200 | |
| 3 | AXP |
American Express Co
This page
|
890 | $269,207 | |
| 4 | COF |
Capital One Financial Corp
|
663 | $120,951 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
344 | $15,559 | |
| 6 | WU |
Western Union CO
|
1,500 | $13,095 | |
| 7 | SYF |
Synchrony Financial
|
99 | $6,733 | |
| 8 | MFIN |
Medallion Financial Corp
|
500 | $4,280 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,207 | 890 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $329,995 | 892 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $286,321 | 862 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||