Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$156,609
+$27,148 QoQ
Shares Held
463
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,736
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Bay Harbor Wealth Management, LLC holds $450,295 across 17 Credit Services names. AXP ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
608 | $208,598 | |
| 2 | AXP |
American Express Co
This page
|
463 | $156,609 | |
| 3 | MA |
Mastercard Inc
|
89 | $45,710 | |
| 4 | COF |
Capital One Financial Corp
|
75 | $15,046 | |
| 5 | SYF |
Synchrony Financial
|
87 | $6,616 | |
| 6 | ALLY |
Ally Financial Inc.
|
71 | $3,262 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
12 | $2,595 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
30 | $2,446 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,609 | 463 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $129,461 | 428 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $162,408 | 439 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $151,797 | 457 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $140,989 | 442 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $110,848 | 412 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $119,903 | 404 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $107,395 | 396 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $96,093 | 415 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $94,719 | 416 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $78,870 | 421 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $62,808 | 421 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $72,293 | 415 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $73,402 | 445 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $72,988 | 494 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $66,780 | 495 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $68,339 | 493 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $92,191 | 493 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $79,346 | 485 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $77,231 | 461 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $46,925 | 284 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $40,451 | 286 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $33,371 | 276 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $53,934 | 538 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $45,791 | 481 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $32,018 | 374 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||