Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,959,349
-$7,650 QoQ
Shares Held
8,749
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,015
of 2,990 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $15,032,645 across 11 Credit Services names. AXP ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
32,434 | $6,506,909 | |
| 2 | MA |
Mastercard Inc
|
6,885 | $3,536,136 | |
| 3 | AXP |
American Express Co
This page
|
8,749 | $2,959,349 | |
| 4 | V |
Visa Inc.
|
4,940 | $1,694,864 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,110 | $134,289 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
2,000 | $121,940 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,261 | $40,539 | |
| 8 | SYF |
Synchrony Financial
|
169 | $12,852 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,959,349 | 8,749 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,966,999 | 8,020 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,678,206 | 8,063 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,615,636 | 8,200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,183,071 | 8,114 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,503,423 | 8,435 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,322,828 | 8,565 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,995,034 | 8,616 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,765,304 | 9,423 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,632,138 | 10,940 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,971,769 | 11,319 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,933,378 | 11,721 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,769,749 | 11,978 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,251,512 | 16,689 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,687,837 | 12,176 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,353,956 | 12,588 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,053,507 | 12,552 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,989,083 | 11,873 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,022,084 | 12,238 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,239,985 | 15,837 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,942,177 | 16,063 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,603,298 | 15,993 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,461,700 | 15,354 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,251,018 | 14,613 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||