Steward Partners Investment Advisory, LLC
Position in AXP — American Express Co
CIK 1723397
STAMFORD, CT
Position in AXP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$32,903,774
-$1,308,462 QoQ
Shares Held
108,780
+17.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $244,333,312 across 26 Credit Services names. AXP ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
533,180 | $161,148,323 | |
| 2 | MA |
Mastercard Inc
|
74,416 | $37,182,698 | |
| 3 | AXP |
American Express Co
This page
|
108,780 | $32,903,774 | |
| 4 | COF |
Capital One Financial Corp
|
33,621 | $6,133,479 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
47,827 | $2,163,215 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
18,328 | $1,372,583 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
5,831 | $1,096,228 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,753 | $539,530 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||