Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,315,321
+$397,598 QoQ
Shares Held
6,845
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,121
of 2,990 holders
Holding Since
Dec 2022
14 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, 2026Avestar Capital, LLC holds $17,230,579 across 6 Credit Services names. AXP ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
12,439 | $6,388,670 | |
| 2 | V |
Visa Inc.
|
17,120 | $5,873,700 | |
| 3 | AXP |
American Express Co
This page
|
6,845 | $2,315,321 | |
| 4 | COF |
Capital One Financial Corp
|
9,455 | $1,896,862 | |
| 5 | SYF |
Synchrony Financial
|
6,234 | $474,095 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
15,724 | $281,931 |
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,315,321 | 6,845 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,917,723 | 6,340 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,348,442 | 6,348 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,093,604 | 6,303 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,050,722 | 6,429 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,679,679 | 6,243 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,583,077 | 5,334 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,325,083 | 4,886 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,043,827 | 4,508 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $633,433 | 2,782 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $378,801 | 2,022 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $215,579 | 1,445 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $253,112 | 1,453 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $215,124 | 1,456 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||