Global Retirement Partners, LLC
PensionPosition in AXP — American Express Co
CIK 1749744
San Rafael, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,825,679
-$161,221 QoQ
Shares Held
17,223
+6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#755
of 2,990 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. AXP ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
This page
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,825,679 | 17,223 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,986,900 | 16,183 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,986,584 | 12,002 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,500,167 | 10,973 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,797,131 | 12,794 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,188,769 | 11,758 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,650,025 | 7,126 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,541,688 | 6,771 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,214,525 | 6,483 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $926,320 | 6,209 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,083,001 | 6,217 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,082,731 | 6,564 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $778,790 | 5,271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $690,469 | 5,118 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $709,734 | 5,120 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $968,286 | 5,178 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $867,243 | 5,301 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $862,109 | 5,146 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,159,584 | 7,018 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,033,360 | 7,306 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $878,894 | 7,269 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $708,867 | 7,071 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $717,712 | 7,539 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $600,639 | 7,016 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||