Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$348,397
-$302,539 QoQ
Shares Held
1,030
-52.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,261
of 2,990 holders
Holding Since
Mar 2020
8 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, 2026Phoenix Financial Ltd. holds $63,362,224 across 7 Credit Services names. AXP ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
71,325 | $36,632,520 | |
| 2 | V |
Visa Inc.
|
51,422 | $17,642,373 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
143,991 | $6,217,531 | |
| 4 | COF |
Capital One Financial Corp
|
9,258 | $1,857,339 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
12,612 | $446,843 | |
| 6 | AXP |
American Express Co
This page
|
1,030 | $348,397 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
12,115 | $217,221 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,397 | 1,030 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $650,936 | 2,152 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,131,307 | 3,058 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $603,191 | 1,891 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $229,230 | 852 | Shares | Defined | 2025-05-07 | |
| 2020-12-31 | $288,974 | 2,390 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $2,310,789 | 24,273 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,969,458 | 23,005 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||