Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,020,983
+$762,973 QoQ
Shares Held
14,844
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#811
of 2,998 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $64,837,450 across 16 Credit Services names. AXP ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
71,598 | $24,564,557 | |
| 2 | MA |
Mastercard Inc
|
24,733 | $12,702,868 | |
| 3 | SYF |
Synchrony Financial
|
92,654 | $7,046,336 | |
| 4 | BFH |
Bread Financial Holdings, Inc.
|
47,829 | $5,182,272 | |
| 5 | AXP |
American Express Co
This page
|
14,844 | $5,020,983 | |
| 6 | COF |
Capital One Financial Corp
|
21,083 | $4,229,671 | |
| 7 | EZPW |
Ezcorp Inc
|
52,661 | $1,820,490 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
5,361 | $1,159,691 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,020,983 | 14,844 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,258,010 | 14,077 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,178,930 | 13,999 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,318,080 | 13,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,781,826 | 11,856 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,560,279 | 9,516 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,763,114 | 9,310 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,403,916 | 8,864 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,881,343 | 8,125 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,915,555 | 8,413 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,313,440 | 7,011 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,114,747 | 7,472 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,213,128 | 6,964 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,151,680 | 6,982 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $833,457 | 5,641 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $958,805 | 7,107 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $662,742 | 4,781 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,051,875 | 5,625 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $745,361 | 4,556 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $730,095 | 4,358 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $657,615 | 3,980 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $424,320 | 3,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $224,167 | 1,854 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||