Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$373,089
+$28,867 QoQ
Shares Held
1,103
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,225
of 3,002 holders
Holding Since
Sep 2021
10 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, 2026D'Orazio & Associates, Inc. holds $4,209,772 across 7 Credit Services names. AXP ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,468 | $2,219,106 | |
| 2 | MA |
Mastercard Inc
|
1,794 | $921,398 | |
| 3 | AXP |
American Express Co
This page
|
1,103 | $373,089 | |
| 4 | COF |
Capital One Financial Corp
|
1,536 | $308,152 | |
| 5 | SYF |
Synchrony Financial
|
2,648 | $201,380 | |
| 6 | MFIN |
Medallion Financial Corp
|
10,653 | $108,767 | |
| 7 | FINV |
FinVolution Group
|
16,259 | $77,880 |
All Filings in AXP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,089 | 1,103 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $344,222 | 1,138 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $443,200 | 1,198 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $377,333 | 1,136 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $345,774 | 1,084 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $297,838 | 1,107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $316,081 | 1,065 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $280,692 | 1,035 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $209,321 | 904 | Shares | Sole | 2024-08-08 | |
| 2021-09-30 | $43,055 | 257 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||