Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$55,473
+$30,065 QoQ
Shares Held
164
+95.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,828
of 2,990 holders
Holding Since
Sep 2025
4 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $536,678 across 8 Credit Services names. AXP ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,187 | $238,135 | |
| 2 | V |
Visa Inc.
|
382 | $131,060 | |
| 3 | MA |
Mastercard Inc
|
175 | $89,880 | |
| 4 | AXP |
American Express Co
This page
|
164 | $55,473 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
466 | $20,121 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
100 | $1,793 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
2 | $216 | |
| 8 | OPFI |
OppFi Inc.
|
0 | $0 |
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,473 | 164 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $25,408 | 84 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,838 | 32 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,971 | 24 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||