Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,194,699
+$778,487 QoQ
Shares Held
3,532
+156.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,486
of 2,990 holders
Holding Since
Mar 2021
21 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 Jun 30, 2026Proficio Capital Partners LLC holds $15,176,214 across 9 Credit Services names. AXP ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,768 | $9,526,923 | |
| 2 | MA |
Mastercard Inc
|
3,498 | $1,796,572 | |
| 3 | AXP |
American Express Co
This page
|
3,532 | $1,194,699 | |
| 4 | COF |
Capital One Financial Corp
|
5,171 | $1,037,406 | |
| 5 | NNI |
Nelnet Inc
|
4,552 | $606,918 | |
| 6 | ECPG |
Encore Capital Group Inc
|
3,159 | $294,703 | |
| 7 | SYF |
Synchrony Financial
|
3,803 | $289,218 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,647 | $215,862 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,699 | 3,532 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $416,212 | 1,376 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $509,421 | 1,377 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $479,971 | 1,445 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,165,871 | 3,655 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $924,993 | 3,438 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,011,757 | 3,409 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $745,257 | 2,748 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $750,453 | 3,241 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,499,353 | 10,977 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,841,177 | 9,828 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $459,505 | 3,080 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $285,339 | 1,638 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $270,518 | 1,640 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $228,864 | 1,549 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $203,174 | 1,506 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $275,451 | 1,473 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $330,144 | 2,018 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $337,237 | 2,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $305,510 | 1,849 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $258,835 | 1,830 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||