Robertson Stephens Wealth Management, LLC
Position in AXP — American Express Co
CIK 1767307
San Francisco, CA
Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,706,893
+$774,658 QoQ
Shares Held
25,741
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#619
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $26,721,386 across 6 Credit Services names. AXP ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,755 | $10,551,732 | |
| 2 | AXP |
American Express Co
This page
|
25,741 | $8,706,893 | |
| 3 | COF |
Capital One Financial Corp
|
18,740 | $3,759,618 | |
| 4 | OMF |
OneMain Holdings, Inc.
|
28,260 | $1,723,012 | |
| 5 | MA |
Mastercard Inc
|
3,261 | $1,674,849 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,070 | $305,282 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,706,893 | 25,741 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,932,235 | 26,224 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,609,081 | 25,974 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,718,729 | 8,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,798,092 | 8,772 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,260,558 | 8,402 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,923,495 | 6,481 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,807,005 | 6,663 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,387,216 | 5,991 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,257,759 | 5,524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $847,713 | 4,525 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $698,060 | 4,679 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $814,036 | 4,673 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $945,328 | 5,731 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $426,702 | 2,888 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,223 | 2,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $551,568 | 3,979 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $800,921 | 4,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $702,007 | 4,291 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $714,850 | 4,267 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $715,611 | 4,331 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $699,986 | 4,949 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $383,284 | 3,170 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $213,231 | 2,127 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||