Position in AXP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,640,945
-$2,376,165 QoQ
Shares Held
28,567
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Independent Advisor Alliance holds $53,344,641 across 11 Credit Services names. AXP ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
77,460 | $23,411,509 | |
| 2 | MA |
Mastercard Inc
|
27,157 | $13,569,265 | |
| 3 | AXP |
American Express Co
This page
|
28,567 | $8,640,945 | |
| 4 | COF |
Capital One Financial Corp
|
14,705 | $2,682,632 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
21,233 | $1,135,752 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
24,069 | $1,088,640 | |
| 7 | EZPW |
Ezcorp Inc
|
33,296 | $845,051 | |
| 8 | SYF |
Synchrony Financial
|
10,944 | $744,410 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,640,945 | 28,567 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,017,110 | 29,780 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,513,726 | 28,642 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,165,256 | 35,003 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,808,276 | 40,172 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,967,462 | 40,323 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,392,383 | 38,320 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,116,122 | 39,370 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,905,623 | 34,721 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,469,599 | 34,534 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,043,814 | 33,808 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,749,470 | 33,005 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,092,005 | 30,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,428,362 | 29,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,528,301 | 26,153 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,524,413 | 25,425 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,362,038 | 28,674 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,881,737 | 23,727 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,773,445 | 22,524 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,110,289 | 18,824 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,626,682 | 18,571 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,185,327 | 18,074 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,686,104 | 16,819 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,128,976 | 11,859 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $636,510 | 7,435 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||