Position in AXP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,169,384
-$852,687 QoQ
Shares Held
13,784
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Parallel Advisors, LLC holds $57,508,691 across 28 Credit Services names. AXP ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
85,645 | $25,885,344 | |
| 2 | MA |
Mastercard Inc
|
40,309 | $20,140,794 | |
| 3 | AXP |
American Express Co
This page
|
13,784 | $4,169,384 | |
| 4 | COF |
Capital One Financial Corp
|
17,746 | $3,237,402 | |
| 5 | SYF |
Synchrony Financial
|
27,448 | $1,867,012 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,416 | $787,725 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
8,522 | $455,841 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,497 | $206,052 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,169,384 | 13,784 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,022,071 | 13,575 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,437,989 | 13,361 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,126,644 | 12,937 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,438,728 | 12,781 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,790,898 | 12,773 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,234,602 | 11,927 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,554,228 | 11,031 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,478,177 | 10,884 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,054,557 | 10,967 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,654,517 | 11,090 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,904,354 | 10,932 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,047,029 | 12,410 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $1,756,895 | 11,891 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,639,426 | 12,152 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,452,737 | 10,480 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,832,226 | 9,798 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,507,901 | 9,217 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,542,281 | 9,206 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,472,860 | 8,914 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,144,108 | 8,089 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $959,541 | 7,936 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $830,170 | 8,281 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $868,700 | 9,125 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $823,311 | 9,617 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||