Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,629,760
+$438,899 QoQ
Shares Held
10,731
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#922
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $36,184,586 across 7 Credit Services names. AXP ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,307 | $14,172,018 | |
| 2 | MA |
Mastercard Inc
|
16,751 | $8,603,313 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
166,438 | $7,186,792 | |
| 4 | AXP |
American Express Co
This page
|
10,731 | $3,629,760 | |
| 5 | COF |
Capital One Financial Corp
|
7,324 | $1,469,340 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
45,937 | $823,650 | |
| 7 | SYF |
Synchrony Financial
|
3,941 | $299,713 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,629,760 | 10,731 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,190,861 | 10,549 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,399,445 | 11,892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,281,076 | 9,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,375,444 | 7,447 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,883,350 | 7,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,307,839 | 7,776 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,042,678 | 7,532 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,240,181 | 5,356 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $498,185 | 2,188 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $409,899 | 2,188 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $318,968 | 2,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $443,339 | 2,545 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $379,549 | 2,301 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $295,795 | 2,002 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $266,177 | 1,973 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $298,587 | 2,154 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $420,937 | 2,251 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $367,936 | 2,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $352,818 | 2,106 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,172,967 | 7,099 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $648,360 | 4,584 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $656,420 | 5,429 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $624,056 | 6,225 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $738,276 | 7,755 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $696,180 | 8,132 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||