Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,965,700
+$4,327,192 QoQ
Shares Held
85,634
+5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#339
of 3,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ethic Inc. holds $172,793,640 across 10 Credit Services names. AXP ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
205,832 | $70,618,900 | |
| 2 | MA |
Mastercard Inc
|
96,299 | $49,459,166 | |
| 3 | AXP |
American Express Co
This page
|
85,634 | $28,965,700 | |
| 4 | COF |
Capital One Financial Corp
|
80,924 | $16,234,972 | |
| 5 | SYF |
Synchrony Financial
|
41,952 | $3,190,449 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
51,706 | $2,232,665 | |
| 7 | ALLY |
Ally Financial Inc.
|
23,540 | $1,081,663 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,262 | $592,216 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,965,700 | 85,634 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||