Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,575,120
+$887,293 QoQ
Shares Held
37,177
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#522
of 2,990 holders
Holding Since
Jun 2023
12 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, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. AXP ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
This page
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
11,874 | $512,719 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,575,120 | 37,177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,687,827 | 38,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,121,016 | 35,467 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,550,199 | 34,773 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,580,247 | 33,169 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,936,975 | 29,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,237,088 | 10,907 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,409,968 | 5,199 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,822 | 3,221 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $684,353 | 3,653 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $603,324 | 4,044 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $692,793 | 3,977 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||