Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,631,319
+$242,637 QoQ
Shares Held
13,692
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#836
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Coastal Bridge Advisors, LLC holds $22,697,219 across 6 Credit Services names. AXP ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
34,727 | $6,966,930 | |
| 2 | AXP |
American Express Co
This page
|
13,692 | $4,631,319 | |
| 3 | MA |
Mastercard Inc
|
8,466 | $4,348,137 | |
| 4 | V |
Visa Inc.
|
9,845 | $3,377,721 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
9,748 | $2,108,687 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
35,688 | $1,264,425 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,631,319 | 13,692 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,388,682 | 14,509 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,569,227 | 15,054 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,996,682 | 15,043 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,804,476 | 15,062 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,998,352 | 14,861 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $2,631,636 | 8,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,402,560 | 8,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,054,774 | 8,874 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,014,828 | 8,849 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,655,898 | 8,839 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,316,900 | 8,827 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,500,733 | 8,615 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $1,410,817 | 8,553 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,262,228 | 8,543 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,156,853 | 8,575 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,181,181 | 8,521 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $1,591,557 | 8,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,391,254 | 8,504 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $1,423,334 | 8,496 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $1,402,472 | 8,488 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,057,971 | 7,480 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $903,076 | 7,469 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $737,338 | 7,355 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $747,224 | 7,849 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $684,366 | 7,994 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||