Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,486,608
+$261,262 QoQ
Shares Held
4,395
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,353
of 2,998 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, 2026Kovack Advisors, Inc. holds $11,442,446 across 7 Credit Services names. AXP ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,774 | $3,353,361 | |
| 2 | MA |
Mastercard Inc
|
5,655 | $2,904,408 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
88,436 | $1,585,657 | |
| 4 | AXP |
American Express Co
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|
4,395 | $1,486,608 | |
| 5 | COF |
Capital One Financial Corp
|
5,641 | $1,131,697 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
10,809 | $659,024 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,450 | $321,691 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,608 | 4,395 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,225,346 | 4,051 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,540,841 | 4,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,168,206 | 3,517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,145,138 | 3,590 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $933,065 | 3,468 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $996,917 | 3,359 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $900,655 | 3,321 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $755,779 | 3,264 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $762,989 | 3,351 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $577,194 | 3,081 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $453,686 | 3,041 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $603,428 | 3,464 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $590,356 | 3,579 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $541,208 | 3,663 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $554,480 | 4,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $594,125 | 4,286 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $837,386 | 4,478 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $682,866 | 4,174 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $640,634 | 3,824 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $677,938 | 4,103 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $540,300 | 3,820 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $446,641 | 3,694 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $386,163 | 3,852 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $372,232 | 3,910 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $295,953 | 3,457 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||