Position in AXP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$48,046,224
-$23,787,335 QoQ
Shares Held
158,841
-18.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $734,201,096 across 14 Credit Services names. AXP ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,107,291 | $334,667,630 | |
| 2 | MA |
Mastercard Inc
|
530,614 | $265,126,590 | |
| 3 | AXP |
American Express Co
This page
|
158,841 | $48,046,224 | |
| 4 | COF |
Capital One Financial Corp
|
212,901 | $38,839,528 | |
| 5 | ENVA |
Enova International, Inc.
|
141,571 | $19,229,588 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
337,932 | $15,284,663 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
19,108 | $2,834,671 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
171,127 | $2,717,496 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,046,224 | 158,841 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $71,833,559 | 194,171 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $58,075,849 | 174,843 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,479,233 | 173,927 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $48,420,658 | 179,969 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $47,647,853 | 160,544 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,325,269 | 148,692 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,033,373 | 172,893 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,394,395 | 151,058 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,411,505 | 173,009 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $25,870,438 | 173,406 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,840,880 | 188,524 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,831,627 | 186,915 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $26,886,362 | 181,972 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,062,141 | 178,357 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $25,264,880 | 182,260 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $36,163,556 | 193,388 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,879,748 | 194,864 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,263,918 | 198,555 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,858,325 | 192,812 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $30,742,831 | 217,356 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,202,534 | 175,358 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $16,831,473 | 167,895 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,897,066 | 166,986 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $15,531,022 | 181,416 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||