Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$903,803
+$96,788 QoQ
Shares Held
2,672
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,621
of 2,990 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $13,679,066 across 6 Credit Services names. AXP ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
43,015 | $8,629,668 | |
| 2 | MA |
Mastercard Inc
|
3,200 | $1,643,519 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
22,521 | $1,373,105 | |
| 4 | AXP |
American Express Co
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|
2,672 | $903,803 | |
| 5 | V |
Visa Inc.
|
2,377 | $815,524 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
1,449 | $313,447 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,803 | 2,672 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $807,015 | 2,668 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,001,824 | 2,708 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $890,188 | 2,680 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $887,864 | 3,300 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,037,280 | 3,495 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $938,893 | 3,462 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $801,625 | 3,462 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,813,351 | 16,748 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $3,761,786 | 20,080 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $419,820 | 2,814 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $490,198 | 2,814 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||