Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,477,796
+$4,431,572 QoQ
Shares Held
155,145
-2.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#234
of 3,006 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $798,404,042 across 14 Credit Services names. AXP ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,151,707 | $395,139,152 | |
| 2 | MA |
Mastercard Inc
|
528,506 | $271,440,681 | |
| 3 | AXP |
American Express Co
This page
|
155,145 | $52,477,796 | |
| 4 | COF |
Capital One Financial Corp
|
249,039 | $49,962,203 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
322,949 | $13,944,936 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
19,150 | $3,816,020 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
39,999 | $3,261,918 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
170,770 | $3,061,906 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,477,796 | 155,145 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||