Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,773,794
+$716,330 QoQ
Shares Held
20,026
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#695
of 2,990 holders
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 Jun 30, 2026BFSG, LLC holds $13,291,918 across 8 Credit Services names. AXP ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
20,026 | $6,773,794 | |
| 2 | MA |
Mastercard Inc
|
12,069 | $6,198,638 | |
| 3 | V |
Visa Inc.
|
504 | $172,917 | |
| 4 | ALLY |
Ally Financial Inc.
|
2,335 | $107,293 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
1,440 | $25,819 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
100 | $8,155 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
81 | $3,497 | |
| 8 | COF |
Capital One Financial Corp
|
9 | $1,805 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,773,794 | 20,026 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,057,464 | 20,026 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,104,889 | 19,205 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,420,320 | 19,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,044,352 | 18,949 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,102,533 | 18,965 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,647,616 | 19,029 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,385,760 | 19,859 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,861,623 | 20,996 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,802,436 | 21,092 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,957,370 | 21,124 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $3,106,583 | 20,823 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,194,131 | 18,336 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,982,790 | 18,083 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,658,613 | 17,994 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,377,518 | 17,623 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,390,224 | 17,243 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $2,869,216 | 17,538 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,873,642 | 17,153 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,838,486 | 17,179 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,420,745 | 17,115 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,101,173 | 17,378 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,697,032 | 16,928 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,594,885 | 16,753 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,348,186 | 15,748 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||