Gladstone Institutional Advisory LLC
Position in AXP — American Express Co
CIK 1766530
Bedminster, NJ
Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,966,597
+$849,544 QoQ
Shares Held
20,596
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#686
of 2,990 holders
Holding Since
Sep 2020
23 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, 2026Gladstone Institutional Advisory LLC holds $23,605,136 across 9 Credit Services names. AXP ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
22,149 | $7,599,100 | |
| 2 | AXP |
American Express Co
This page
|
20,596 | $6,966,597 | |
| 3 | MA |
Mastercard Inc
|
9,662 | $4,962,403 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
13,659 | $1,113,891 | |
| 5 | COF |
Capital One Financial Corp
|
4,973 | $997,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,947 | $731,771 | |
| 7 | SYF |
Synchrony Financial
|
6,981 | $530,905 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
25,957 | $465,409 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,966,597 | 20,596 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,117,053 | 20,223 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,665,708 | 23,424 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,453,868 | 19,430 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,417,235 | 13,848 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,913,273 | 10,828 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,856,671 | 16,364 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,051,813 | 11,253 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,324,363 | 14,357 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,393,249 | 10,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,495,556 | 13,321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,908,140 | 12,790 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,107,994 | 12,101 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,962,245 | 11,896 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,767,090 | 11,960 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $901,063 | 6,679 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,073,750 | 7,746 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,235,883 | 6,609 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $914,851 | 5,592 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,045,219 | 6,239 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,359,512 | 8,228 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,111,718 | 7,860 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $358,694 | 3,578 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||