Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,539,144
+$3,186,470 QoQ
Shares Held
54,809
+8.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#434
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $126,799,082 across 14 Credit Services names. AXP ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
193,900 | $66,525,151 | |
| 2 | AXP |
American Express Co
This page
|
54,809 | $18,539,144 | |
| 3 | MA |
Mastercard Inc
|
30,929 | $15,885,134 | |
| 4 | ALLY |
Ally Financial Inc.
|
234,845 | $10,791,127 | |
| 5 | COF |
Capital One Financial Corp
|
19,460 | $3,904,065 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
9,578 | $2,071,912 | |
| 7 | SYF |
Synchrony Financial
|
25,604 | $1,947,184 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
102,300 | $1,834,239 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,539,144 | 54,809 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,352,674 | 50,756 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,103,553 | 43,529 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,343,997 | 43,184 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,248,196 | 41,533 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,645,560 | 43,284 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,070,746 | 40,671 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,595,698 | 42,757 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,203,880 | 39,749 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,894,026 | 39,062 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,985,533 | 37,288 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,431,261 | 36,405 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,151,002 | 35,310 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,199,388 | 31,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,870,459 | 26,196 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,016,540 | 29,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,736,917 | 26,958 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,492,862 | 24,026 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $3,212,449 | 19,636 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $3,250,249 | 19,401 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $3,173,076 | 19,204 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $2,640,543 | 18,669 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,182,183 | 18,048 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,959,687 | 19,548 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||