Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,306,403
-$1,283,835 QoQ
Shares Held
24,155
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 13.86048437176568.ToString("F0")%
Shared 0.ToString("F0")%
None 86.13951562823432.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $201,402,920 across 18 Credit Services names. AXP ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
217,643 | $65,780,420 | |
| 2 | MA |
Mastercard Inc
|
96,764 | $48,349,100 | |
| 3 | COF |
Capital One Financial Corp
|
194,692 | $35,517,660 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
332,693 | $15,047,704 | |
| 5 | SYF |
Synchrony Financial
|
158,697 | $10,794,569 | |
| 6 | AXP |
American Express Co
This page
|
24,155 | $7,306,403 | |
| 7 | ECPG |
Encore Capital Group Inc
|
71,643 | $5,023,607 | |
| 8 | ALLY |
Ally Financial Inc.
|
77,984 | $3,059,312 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,306,403 | 24,155 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,590,238 | 23,220 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,226,999 | 3,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,007,661 | 9,429 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,393,166 | 23,762 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,910,639 | 26,654 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,646,940 | 31,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,466,959 | 27,929 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,613,923 | 24,656 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,314,439 | 23,030 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $3,089,873 | 20,711 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $3,526,852 | 20,246 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,085,718 | 18,707 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,739,136 | 18,539 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,342,712 | 17,365 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,394,239 | 10,058 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $2,709,817 | 14,491 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,442,057 | 14,927 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,754,541 | 10,473 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,414,368 | 8,560 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $894,889 | 6,327 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $503,053 | 5,018 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $228,384 | 2,399 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $759,360 | 8,870 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||