Position in AXP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$885,200
+$92,400 QoQ
Shares Held
2,617
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,639
of 2,998 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $15,589,221 across 8 Credit Services names. AXP ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,473 | $6,680,991 | |
| 2 | COF |
Capital One Financial Corp
|
19,155 | $3,842,876 | |
| 3 | MA |
Mastercard Inc
|
5,778 | $2,967,580 | |
| 4 | AXP |
American Express Co
This page
|
2,617 | $885,200 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
8,350 | $509,099 | |
| 6 | SYF |
Synchrony Financial
|
3,435 | $261,231 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
5,629 | $243,060 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
11,109 | $199,184 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,200 | 2,617 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $792,800 | 2,621 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $773,935 | 2,092 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $772,604 | 2,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $573,526 | 1,798 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $602,672 | 2,240 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $551,435 | 1,858 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $511,212 | 1,885 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $435,545 | 1,881 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $390,716 | 1,716 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $296,746 | 1,584 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $227,216 | 1,523 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $260,603 | 1,496 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $473,241 | 2,869 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $479,448 | 3,245 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $241,978 | 1,294 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $219,714 | 1,343 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $198,858 | 1,187 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $276,760 | 1,675 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $288,820 | 2,042 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $244,842 | 2,025 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||