Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,967,595
-$40,561 QoQ
Shares Held
5,817
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,200
of 2,998 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. AXP ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
This page
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,595 | 5,817 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,008,156 | 6,639 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,191,578 | 5,924 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,563,142 | 4,706 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,549,602 | 4,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,122,205 | 4,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,058,350 | 3,566 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $858,073 | 3,164 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $806,022 | 3,481 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $658,246 | 2,891 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $545,531 | 2,912 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $403,556 | 2,705 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $509,533 | 2,925 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $452,126 | 2,741 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $347,358 | 2,351 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $154,066 | 1,142 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $103,270 | 745 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $76,857 | 411 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $62,822 | 384 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||