Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,784,606
+$212,014 QoQ
Shares Held
5,276
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,242
of 2,990 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, 2026Capital Analysts, LLC holds $28,933,643 across 8 Credit Services names. AXP ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
57,412 | $19,697,483 | |
| 2 | MA |
Mastercard Inc
|
12,995 | $6,674,231 | |
| 3 | AXP |
American Express Co
This page
|
5,276 | $1,784,606 | |
| 4 | COF |
Capital One Financial Corp
|
2,435 | $488,508 | |
| 5 | SYF |
Synchrony Financial
|
3,516 | $267,391 | |
| 6 | KLAR |
Klarna Group plc
|
447 | $9,047 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
187 | $8,074 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
240 | $4,303 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,784,606 | 5,276 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,572,592 | 5,199 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,062,100 | 5,574 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,836,179 | 5,528 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,805,745 | 5,661 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,516,634 | 5,637 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,681,612 | 5,666 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,361,152 | 5,019 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $931,757 | 4,024 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $879,338 | 3,862 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $722,383 | 3,856 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $554,986 | 3,720 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $470,165 | 2,699 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $436,292 | 2,645 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $403,505 | 2,731 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $373,161 | 2,766 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $366,788 | 2,646 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $483,769 | 2,587 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $383,805 | 2,346 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $375,769 | 2,243 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $345,826 | 2,093 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $271,706 | 1,921 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $240,489 | 1,989 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $203,006 | 2,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $159,460 | 1,675 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $149,817 | 1,750 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||