Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,969,968
+$170,817 QoQ
Shares Held
5,824
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,196
of 2,990 holders
Holding Since
Mar 2021
22 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, 2026Dakota Wealth Management holds $76,268,042 across 7 Credit Services names. AXP ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
161,024 | $55,245,724 | |
| 2 | MA |
Mastercard Inc
|
17,511 | $8,993,649 | |
| 3 | COF |
Capital One Financial Corp
|
39,553 | $7,935,122 | |
| 4 | AXP |
American Express Co
This page
|
5,824 | $1,969,968 | |
| 5 | SYF |
Synchrony Financial
|
11,323 | $861,114 | |
| 6 | SLM |
SLM Corp
|
32,591 | $845,410 | |
| 7 | WU |
Western Union CO
|
54,163 | $417,055 |
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,969,968 | 5,824 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,799,151 | 5,948 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,765,746 | 7,476 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $4,948,519 | 14,898 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,096,981 | 15,979 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $4,204,444 | 15,627 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $4,854,000 | 16,355 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $4,842,818 | 17,857 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $4,195,686 | 18,120 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,110,259 | 18,052 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $854,832 | 4,563 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $631,222 | 4,231 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $886,851 | 5,091 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $750,357 | 4,549 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $1,174,020 | 7,946 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,097,762 | 8,137 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,175,912 | 8,483 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,771,825 | 9,475 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,309,290 | 8,003 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,362,855 | 8,135 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,763,004 | 10,670 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,434,908 | 10,145 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||