Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,733,337
+$881,861 QoQ
Shares Held
16,950
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#763
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $37,584,938 across 8 Credit Services names. AXP ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
53,524 | $18,363,549 | |
| 2 | MA |
Mastercard Inc
|
19,589 | $10,060,910 | |
| 3 | AXP |
American Express Co
This page
|
16,950 | $5,733,337 | |
| 4 | COF |
Capital One Financial Corp
|
7,222 | $1,448,877 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
16,940 | $731,469 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
36,716 | $658,317 | |
| 7 | WU |
Western Union CO
|
46,210 | $355,817 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,853 | $232,662 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,733,337 | 16,950 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,851,476 | 16,039 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,832,976 | 18,470 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,967,254 | 17,965 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,705,276 | 17,886 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $4,259,599 | 15,832 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,692,249 | 15,810 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,271,671 | 15,751 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,618,894 | 15,629 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,507,336 | 15,404 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,925,688 | 15,617 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,119,989 | 14,210 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,293,168 | 13,164 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,475,074 | 15,005 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,916,908 | 12,974 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,630,792 | 12,088 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,613,814 | 11,642 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,381,445 | 12,735 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,010,153 | 12,287 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,913,862 | 11,424 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,851,732 | 11,207 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,595,443 | 11,280 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,469,540 | 12,154 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,359,289 | 13,559 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,296,243 | 13,616 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $876,475 | 10,238 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||