Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,751,469
+$319,838 QoQ
Shares Held
19,960
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#699
of 2,998 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $50,091,237 across 9 Credit Services names. AXP ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,859 | $20,880,113 | |
| 2 | MA |
Mastercard Inc
|
17,897 | $9,191,898 | |
| 3 | AXP |
American Express Co
This page
|
19,960 | $6,751,469 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
149,424 | $6,452,127 | |
| 5 | COF |
Capital One Financial Corp
|
17,772 | $3,565,418 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
113,587 | $2,036,614 | |
| 7 | SYF |
Synchrony Financial
|
6,219 | $472,954 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,191 | $438,434 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,751,469 | 19,960 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,431,631 | 21,263 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,421,196 | 20,060 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,375,344 | 16,183 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,394,587 | 13,777 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,085,195 | 11,467 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,863,544 | 6,279 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,977,590 | 7,292 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,518,968 | 6,560 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $486,801 | 2,138 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $487,271 | 2,601 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $514,556 | 3,449 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $561,446 | 3,223 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $510,355 | 3,094 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $505,305 | 3,420 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $473,399 | 3,509 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $366,095 | 2,641 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $554,829 | 2,967 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $266,504 | 1,629 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $320,149 | 1,911 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $568,225 | 3,439 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $476,794 | 3,371 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $340,603 | 2,817 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,150 | 201 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $30,273 | 318 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,817 | 103 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||