Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,749,789
+$2,658,753 QoQ
Shares Held
34,737
+15.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#538
of 2,990 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $72,558,460 across 8 Credit Services names. AXP ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
85,468 | $29,323,214 | |
| 2 | MA |
Mastercard Inc
|
35,252 | $18,105,425 | |
| 3 | AXP |
American Express Co
This page
|
34,737 | $11,749,789 | |
| 4 | COF |
Capital One Financial Corp
|
43,429 | $8,712,724 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
19,485 | $1,589,001 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
21,349 | $1,301,648 | |
| 7 | SYF |
Synchrony Financial
|
12,806 | $973,896 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
3,711 | $802,763 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,749,789 | 34,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,091,036 | 30,055 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,266,187 | 19,641 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,957,352 | 11,914 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,907,823 | 12,251 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $330,393 | 1,228 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $395,621 | 1,333 | Shares | Other | 2025-02-06 | |
| 2023-06-30 | $3,079,681 | 17,679 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,862,872 | 17,356 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,394,288 | 16,205 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,075,050 | 15,381 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,516,230 | 18,152 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,599,750 | 19,250 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,149,790 | 19,253 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,294,477 | 19,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,833,170 | 23,199 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,702,192 | 26,175 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,112,102 | 25,739 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,375,517 | 33,671 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,908,264 | 30,549 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,372,937 | 27,718 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||