Perennial Investment Advisors, LLC
Position in AXP — American Express Co
CIK 1801523
Los Angeles, CA
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$840,213
+$97,323 QoQ
Shares Held
2,484
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,662
of 2,990 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $7,699,247 across 6 Credit Services names. AXP ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,558 | $2,936,164 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
107,228 | $1,922,598 | |
| 3 | MA |
Mastercard Inc
|
2,634 | $1,352,822 | |
| 4 | AXP |
American Express Co
This page
|
2,484 | $840,213 | |
| 5 | COF |
Capital One Financial Corp
|
1,709 | $342,859 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,054 | $304,591 |
All Filings in AXP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,213 | 2,484 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $742,890 | 2,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $820,179 | 2,217 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $707,500 | 2,130 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $688,677 | 2,159 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $559,085 | 2,078 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $587,347 | 1,979 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $402,189 | 1,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $346,861 | 1,498 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $336,753 | 1,479 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,822 | 1,499 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,861 | 1,467 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $263,738 | 1,514 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $251,548 | 1,525 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $211,134 | 1,429 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $249,084 | 1,332 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $293,334 | 1,793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,966 | 1,892 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $311,293 | 1,884 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $279,061 | 1,973 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||