Position in AXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$73,738
+$22,508 QoQ
Shares Held
218
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,805
of 2,990 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $1,352,198 across 10 Credit Services names. AXP ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,679 | $862,334 | |
| 2 | V |
Visa Inc.
|
1,106 | $379,457 | |
| 3 | AXP |
American Express Co
This page
|
218 | $73,738 | |
| 4 | SYF |
Synchrony Financial
|
140 | $10,647 | |
| 5 | SEZL |
Sezzle Inc.
|
52 | $8,924 | |
| 6 | COF |
Capital One Financial Corp
|
36 | $7,222 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
51 | $4,159 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
186 | $3,334 |
All Filings in AXP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,738 | 218 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $51,230 | 225 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||