Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,381,010
+$28,020,156 QoQ
Shares Held
95,731
+564.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#320
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $73,723,626 across 6 Credit Services names. AXP ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
95,731 | $32,381,010 | |
| 2 | V |
Visa Inc.
|
57,671 | $19,786,343 | |
| 3 | MA |
Mastercard Inc
|
25,876 | $13,289,913 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
218,172 | $3,911,823 | |
| 5 | COF |
Capital One Financial Corp
|
18,871 | $3,785,900 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,169 | $568,637 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,381,010 | 95,731 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,360,854 | 14,417 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,284,735 | 14,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,671,696 | 11,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,592,033 | 11,261 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,024,122 | 11,240 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,346,307 | 11,275 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,684,337 | 9,898 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,266,578 | 5,470 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,319,463 | 5,795 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,189,983 | 6,352 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $854,411 | 5,727 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $883,716 | 5,073 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $837,616 | 5,078 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,011,496 | 6,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $688,041 | 5,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $553,371 | 3,992 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $625,141 | 3,343 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,134,402 | 6,934 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,309,079 | 7,814 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $425,797 | 2,577 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,997,840 | 14,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,047,806 | 8,666 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $506,262 | 5,050 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $368,900 | 3,875 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $889,059 | 10,385 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||