Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,356
+$6,533 QoQ
Shares Held
208
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,810
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $613,200 across 14 Credit Services names. AXP ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
914 | $313,584 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,321 | |
| 3 | AXP |
American Express Co
This page
|
208 | $70,356 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,056 | $45,598 | |
| 5 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 6 | ALLY |
Ally Financial Inc.
|
68 | $3,124 | |
| 7 | SYF |
Synchrony Financial
|
38 | $2,889 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
144 | $2,581 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,356 | 208 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $63,823 | 211 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $76,949 | 208 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $65,103 | 196 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $81,339 | 255 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $52,733 | 196 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $60,545 | 204 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $35,256 | 130 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $30,101 | 130 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $29,599 | 130 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $24,354 | 130 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $19,394 | 130 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $22,646 | 130 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $99,794 | 605 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $87,320 | 591 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $73,525 | 545 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $75,547 | 545 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $101,915 | 545 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $94,070 | 575 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $103,366 | 617 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $101,946 | 617 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $256,430 | 1,813 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $217,275 | 1,797 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $178,344 | 1,779 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $163,648 | 1,719 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $147,163 | 1,719 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||