Position in AXP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$24,638,508
-$6,119,504 QoQ
Shares Held
81,455
-2.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.14658580302994.ToString("F0")%
Shared 0.ToString("F0")%
None 9.85341419697007.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Ethic Inc. holds $147,795,427 across 11 Credit Services names. AXP ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
186,799 | $56,458,129 | |
| 2 | MA |
Mastercard Inc
|
90,878 | $45,408,101 | |
| 3 | AXP |
American Express Co
This page
|
81,455 | $24,638,508 | |
| 4 | COF |
Capital One Financial Corp
|
80,373 | $14,662,446 | |
| 5 | SYF |
Synchrony Financial
|
38,889 | $2,645,229 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
54,340 | $2,457,798 | |
| 7 | ALLY |
Ally Financial Inc.
|
23,524 | $922,846 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
4,185 | $223,855 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,638,508 | 81,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,758,012 | 83,141 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $26,494,078 | 79,763 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,622,068 | 80,325 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,183,920 | 78,736 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,946,318 | 77,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,810,974 | 69,362 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,893,424 | 72,958 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,793,033 | 69,362 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,403,781 | 66,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,758,646 | 58,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,483,970 | 54,443 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,596,039 | 52,113 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,008,549 | 40,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,932,039 | 36,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,695,054 | 26,656 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,100,162 | 21,926 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,178,911 | 19,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,964,945 | 17,698 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,405,197 | 26,661 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,636,865 | 18,643 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,508,835 | 12,479 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,024,855 | 10,223 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $697,340 | 7,325 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $704,484 | 8,229 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||