Position in AXP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,465,732
+$2,176,574 QoQ
Shares Held
39,810
+6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#498
of 2,990 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, 2026CX Institutional holds $68,748,214 across 11 Credit Services names. AXP ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
93,869 | $32,205,515 | |
| 2 | MA |
Mastercard Inc
|
26,565 | $13,643,784 | |
| 3 | AXP |
American Express Co
This page
|
39,810 | $13,465,732 | |
| 4 | SYF |
Synchrony Financial
|
58,923 | $4,481,094 | |
| 5 | ENVA |
Enova International, Inc.
|
14,040 | $3,379,849 | |
| 6 | COF |
Capital One Financial Corp
|
4,766 | $956,154 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,362 | $404,251 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,045 | $85,219 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,465,732 | 39,810 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,289,158 | 37,322 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $13,157,271 | 35,565 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,406,042 | 34,339 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,023,935 | 15,750 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,594,919 | 39,379 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,775,554 | 36,307 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,803,252 | 39,835 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,224,436 | 5,288 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,075,607 | 4,724 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $719,198 | 3,839 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $808,609 | 5,420 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,425,459 | 31,145 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,364,412 | 26,459 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $564,848 | 3,823 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $455,860 | 3,379 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,689,916 | 12,191 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,921,986 | 10,278 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $406,873 | 2,487 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $622,541 | 3,716 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $612,672 | 3,708 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $578,348 | 4,089 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,048,262 | 25,211 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,604,394 | 25,979 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,086,650 | 42,927 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,899,268 | 33,866 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||