Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,617,933
+$2,585,272 QoQ
Shares Held
25,478
+27.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#621
of 2,990 holders
Holding Since
Jun 2020
15 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,295,331 across 11 Credit Services names. AXP ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,866 | $14,363,805 | |
| 2 | AXP |
American Express Co
This page
|
25,478 | $8,617,933 | |
| 3 | MA |
Mastercard Inc
|
15,827 | $8,128,747 | |
| 4 | COF |
Capital One Financial Corp
|
38,229 | $7,669,501 | |
| 5 | SYF |
Synchrony Financial
|
14,318 | $1,088,883 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,274 | $789,071 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,878 | $622,568 | |
| 8 | ENVA |
Enova International, Inc.
|
1,351 | $325,226 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,617,933 | 25,478 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,032,661 | 19,944 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,828,662 | 4,943 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,902,081 | 8,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,413,400 | 4,431 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,119,517 | 4,161 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,374,137 | 4,630 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $996,388 | 3,674 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,036,416 | 4,476 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,011,854 | 4,444 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $595,553 | 3,179 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $383,269 | 2,569 | Shares | Sole | 2023-10-11 | |
| 2020-12-31 | $5,789,170 | 47,880 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,004,480 | 49,920 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,959,444 | 52,095 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||