Steward Partners Investment Advisory, LLC
Position in AXP — American Express Co
CIK 1723397
STAMFORD, CT
Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,374,994
+$1,471,220 QoQ
Shares Held
101,626
-6.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#303
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $222,080,856 across 28 Credit Services names. AXP ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
This page
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
|
8,682 | $1,490,091 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,374,994 | 101,626 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,903,774 | 108,780 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $34,212,236 | 92,478 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,062,140 | 90,505 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,542,321 | 76,940 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,682,621 | 73,156 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,181,011 | 71,367 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $35,042,023 | 129,211 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,478,012 | 101,395 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $22,039,025 | 96,794 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,883,309 | 100,797 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,708,791 | 98,591 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,369,738 | 105,452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,369,564 | 105,302 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,245,731 | 103,186 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,446,209 | 99,668 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,097,099 | 101,696 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,661,665 | 99,795 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,384,693 | 87,926 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,850,026 | 88,641 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,931,339 | 90,367 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,598,041 | 96,140 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,991,007 | 99,173 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,180,588 | 101,552 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,587,801 | 90,208 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,615,598 | 77,276 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||