Foundations Investment Advisors, LLC
EndowmentPosition in AXP — American Express Co
CIK 1743404
PHOENIX, AZ
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,716,291
+$444,369 QoQ
Shares Held
19,856
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#699
of 2,990 holders
Holding Since
Dec 2021
19 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, 2026Foundations Investment Advisors, LLC holds $67,360,614 across 8 Credit Services names. AXP ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,153 | $32,989,131 | |
| 2 | MA |
Mastercard Inc
|
50,574 | $25,974,805 | |
| 3 | AXP |
American Express Co
This page
|
19,856 | $6,716,291 | |
| 4 | COF |
Capital One Financial Corp
|
4,363 | $875,305 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,698 | $289,219 | |
| 6 | SEZL |
Sezzle Inc.
|
1,206 | $206,985 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
3,321 | $202,480 | |
| 8 | WU |
Western Union CO
|
13,818 | $106,398 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,716,291 | 19,856 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,271,922 | 20,735 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $7,318,720 | 19,783 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,156,055 | 21,544 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,939,088 | 18,619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,242,918 | 15,770 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,722,522 | 15,912 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,191,667 | 15,456 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,914,056 | 12,585 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,029,870 | 13,307 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,920,422 | 10,251 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,443,860 | 9,678 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,270,266 | 7,292 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $669,202 | 4,057 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $737,863 | 4,994 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $383,144 | 2,840 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $263,793 | 1,903 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $222,156 | 1,188 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $207,608 | 1,269 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||