Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,510,622
+$98,951 QoQ
Shares Held
4,466
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,340
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $1,510,622 across 1 Credit Services name. AXP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
4,466 | $1,510,622 |
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,622 | 4,466 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,411,671 | 4,667 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,945,195 | 5,258 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,798,644 | 5,415 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,907,816 | 5,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,220,258 | 11,969 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,748,754 | 12,631 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,226,185 | 13,933 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,673,322 | 16,133 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,933,556 | 15,659 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,138,658 | 21,038 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,871,595 | 22,225 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,957,645 | 23,993 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,628,591 | 24,559 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,665,409 | 41,994 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,949,972 | 21,281 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,089,503 | 21,869 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,488,115 | 21,321 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,935,949 | 23,494 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,538,400 | 21,415 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,204,888 | 22,659 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,822,764 | 23,346 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,166,703 | 21,613 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,998,819 | 20,996 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,777,349 | 20,761 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||