Position in AXP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$565,637
-$99,163 QoQ
Shares Held
1,870
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Truvestments Capital LLC holds $3,264,179 across 9 Credit Services names. AXP ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
23,056 | $1,042,822 | |
| 2 | SYF |
Synchrony Financial
|
12,362 | $840,863 | |
| 3 | AXP |
American Express Co
This page
|
1,870 | $565,637 | |
| 4 | V |
Visa Inc.
|
1,568 | $473,912 | |
| 5 | COF |
Capital One Financial Corp
|
978 | $178,416 | |
| 6 | MA |
Mastercard Inc
|
221 | $110,424 | |
| 7 | FINV |
FinVolution Group
|
7,000 | $33,530 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
198 | $14,828 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,637 | 1,870 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $664,800 | 1,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,030 | 1,963 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $346,412 | 1,086 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $313,443 | 1,165 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $348,431 | 1,174 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $305,371 | 1,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $253,547 | 1,095 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $249,092 | 1,094 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $180,783 | 965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $143,819 | 964 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $211,130 | 1,212 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $158,516 | 961 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $141,840 | 960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $129,378 | 959 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $153,590 | 1,108 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $207,009 | 1,107 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $172,761 | 1,056 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $176,744 | 1,055 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $174,152 | 1,054 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $277,080 | 1,959 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $144,970 | 1,199 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $80,801 | 806 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $106,909 | 1,123 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $107,440 | 1,255 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||