Position in AXP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,116,756
+$962,117 QoQ
Shares Held
3,692
+783.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 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, 2026Triumph Capital Management holds $6,890,213 across 19 Credit Services names. AXP ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
139,955 | $2,222,485 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
32,699 | $1,478,975 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
21,326 | $1,140,727 | |
| 4 | AXP |
American Express Co
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|
3,692 | $1,116,756 | |
| 5 | EZPW |
Ezcorp Inc
|
13,682 | $347,249 | |
| 6 | V |
Visa Inc.
|
819 | $247,534 | |
| 7 | ALLY |
Ally Financial Inc.
|
3,233 | $126,830 | |
| 8 | MA |
Mastercard Inc
|
117 | $58,460 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,116,756 | 3,692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $154,639 | 418 | Shares | Sole | 2026-02-12 | |
| 2022-09-30 | $418,760 | 3,104 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $290,824 | 2,098 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $381,480 | 2,040 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $333,089 | 2,036 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $506,595 | 3,066 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||