Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,718,648
+$249,806 QoQ
Shares Held
5,081
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,246
of 2,944 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)
Derivatives in AXP
reported options exposure · as of Dec 31, 2021CallValue
$1,000
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $22,817,037 across 31 Credit Services names. AXP ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,515 | $10,469,391 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
73,792 | $4,499,098 | |
| 3 | MA |
Mastercard Inc
|
7,248 | $3,722,572 | |
| 4 | AXP |
American Express Co
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|
5,081 | $1,718,648 | |
| 5 | COF |
Capital One Financial Corp
|
4,011 | $804,686 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,472 | $322,640 | |
| 7 | SYF |
Synchrony Financial
|
3,731 | $283,742 | |
| 8 | SEZL |
Sezzle Inc.
|
1,196 | $205,269 |
All Filings in AXP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,718,648 | 5,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,468,842 | 4,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,507,546 | 4,075 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,606,325 | 4,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,405,744 | 4,407 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,139,157 | 4,234 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $985,342 | 3,320 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $981,744 | 3,620 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $632,131 | 2,730 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $573,323 | 2,518 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $453,175 | 2,419 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $359,995 | 2,413 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $399,614 | 2,294 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $435,632 | 2,641 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $44,620 | 302 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $87,826 | 651 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $32,991 | 238 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $59,092 | 316 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,000 | 200 | Call | Sole | 2022-02-03 | |
| 2021-12-31 | $51,697 | 316 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $52,771 | 315 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $32,385 | 196 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $27,722 | 196 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $23,577 | 195 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $51,227 | 511 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $27,988 | 294 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $16,009 | 187 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||