Ellevest, Inc.

Position in AXP — American Express Co

CIK 1644128 NEW YORK, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,239,348

+$75,708 QoQ

Shares Held

3,664

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,471

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $6,845,544 across 5 Credit Services names. AXP ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,019	$2,751,238
2	MA	Mastercard Inc	3,149	$1,617,326
3	AXP	American Express Co This page	3,664	$1,239,348
4	COF	Capital One Financial Corp	3,185	$638,974
5	AFRM	Affirm Holdings, Inc.	7,341	$598,658

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,348	3,664	-4.8%	Shares	Sole	2026-08-10
2026-03-31	$1,163,640	3,847	+3.4%	Shares	Sole	2026-05-11
2025-12-31	$1,376,953	3,722	-3.9%	Shares	Sole	2026-02-10
2025-09-30	$1,286,123	3,872	-5.6%	Shares	Sole	2025-11-14
2025-06-30	$1,307,818	4,100	+4.4%	Shares	Sole	2025-08-05
2025-03-31	$1,056,290	3,926	-2.9%	Shares	Sole	2025-05-14
2024-12-31	$1,199,625	4,042	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$1,092,664	4,029	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$948,660	4,097	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$928,064	4,076	+5.9%	Shares	Sole	2024-05-13
2023-12-31	$721,071	3,849	+21.0%	Shares	Sole	2024-02-06
2023-09-30	$474,573	3,181	-7.6%	Shares	Sole	2023-11-09
2023-06-30	$599,596	3,442	-5.3%	Shares	Sole	2023-08-09
2023-03-31	$599,428	3,634	+18.8%	Shares	Sole	2023-05-04
2022-12-31	$452,115	3,060	+16.3%	Shares	Sole	2023-02-03
2022-09-30	$355,083	2,632	-14.0%	Shares	Sole	2022-11-02
2022-06-30	$424,454	3,062	+8.0%	Shares	Sole	2022-07-18
2022-03-31	$530,332	2,836	+12.5%	Shares	Sole	2022-04-19
2021-12-31	$412,435	2,521	+6.4%	Shares	Sole	2022-01-24
2021-09-30	$397,046	2,370	+2.2%	Shares	Sole	2021-10-19
2021-06-30	$383,168	2,319	+15.4%	Shares	Sole	2021-07-13
2021-03-31	$284,294	2,010	+12.3%	Shares	Sole	2021-05-03
2020-12-31	$216,428	1,790	+23.4%	Shares	Sole	2021-02-04
2020-09-30	$145,462	1,451	+907.6%	Shares	Sole	2020-10-26
2020-06-30	$13,708	144	-79.8%	Shares	Sole	2020-07-06
2020-03-31	$60,954	712	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.