OneDigital Investment Advisors LLC
Position in AXP — American Express Co
CIK 1690370
OVERLAND PARK, KS
Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,550,211
+$471,876 QoQ
Shares Held
19,365
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#713
of 2,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. AXP ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,850 | $13,672,136 | |
| 2 | MA |
Mastercard Inc
|
14,361 | $7,375,809 | |
| 3 | AXP |
American Express Co
This page
|
19,365 | $6,550,211 | |
| 4 | ALLY |
Ally Financial Inc.
|
100,631 | $4,623,994 | |
| 5 | COF |
Capital One Financial Corp
|
6,684 | $1,340,944 | |
| 6 | SYF |
Synchrony Financial
|
6,168 | $469,076 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
26,015 | $466,448 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,785 | $249,796 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,550,211 | 19,365 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,078,335 | 20,095 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,469,635 | 22,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,552,718 | 16,717 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,672,102 | 17,782 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,750,884 | 17,658 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,155,424 | 20,740 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,742,032 | 24,860 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,166,408 | 26,631 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,197,024 | 22,825 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,980,975 | 21,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,578,450 | 17,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,292,820 | 13,162 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,750,706 | 16,676 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,593,779 | 10,787 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,472,542 | 10,915 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,465,767 | 10,574 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,397,451 | 7,473 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,087,612 | 6,648 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,284,284 | 7,666 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,283,176 | 7,766 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $964,055 | 6,816 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $841,775 | 6,962 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $685,710 | 6,840 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $647,455 | 6,801 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $580,007 | 6,775 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||