Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,857,353
+$2,608,423 QoQ
Shares Held
35,055
+14.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
9.30%
of 13F equity value
Holder Rank
#539
of 2,998 holders
Holding Since
Jun 2020
10 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, 2026MFA WEALTH ADVISORS, LLC holds $12,085,507 across 2 Credit Services names. AXP ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
35,055 | $11,857,353 | |
| 2 | V |
Visa Inc.
|
665 | $228,154 |
All Filings in AXP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,857,353 | 35,055 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,248,930 | 30,577 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,518,418 | 28,432 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,156,986 | 27,568 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,423,304 | 26,407 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,488,199 | 27,832 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,450,501 | 28,473 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,660,400 | 24,559 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $65,065 | 281 | Shares | Sole | 2024-07-22 | |
| 2020-06-30 | $10,186 | 107 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||