Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$557,774
-$558,982 QoQ
Shares Held
1,649
-55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,941
of 2,990 holders
Holding Since
Jun 2021
8 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, 2026Triumph Capital Management holds $6,924,293 across 18 Credit Services names. AXP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
155,460 | $2,787,397 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
24,266 | $1,479,498 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
22,829 | $985,756 | |
| 4 | AXP |
American Express Co
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|
1,649 | $557,774 | |
| 5 | EZPW |
Ezcorp Inc
|
14,324 | $495,180 | |
| 6 | V |
Visa Inc.
|
708 | $242,907 | |
| 7 | ALLY |
Ally Financial Inc.
|
3,133 | $143,961 | |
| 8 | SLM |
SLM Corp
|
2,700 | $70,038 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,774 | 1,649 | Shares | Sole | 2026-07-21 | |
| 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. | ||||||