Position in AXP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$408,952
-$52,375 QoQ
Shares Held
1,352
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Key Financial Inc holds $2,338,985 across 9 Credit Services names. AXP ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,906 | $878,309 | |
| 2 | MA |
Mastercard Inc
|
1,592 | $795,458 | |
| 3 | AXP |
American Express Co
This page
|
1,352 | $408,952 | |
| 4 | COF |
Capital One Financial Corp
|
994 | $181,335 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
750 | $11,910 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
194 | $8,774 | |
| 8 | ALLY |
Ally Financial Inc.
|
18 | $706 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,952 | 1,352 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $461,327 | 1,247 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $414,203 | 1,247 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $389,793 | 1,222 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $328,779 | 1,222 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $362,677 | 1,222 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $331,406 | 1,222 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $280,870 | 1,213 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $276,187 | 1,213 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,243 | 1,213 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $180,967 | 1,213 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $222,976 | 1,280 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $200,084 | 1,213 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $157,058 | 1,063 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $143,409 | 1,063 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $144,164 | 1,040 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $194,480 | 1,040 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $170,144 | 1,040 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $174,231 | 1,040 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $169,030 | 1,023 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $144,693 | 1,023 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $123,690 | 1,023 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $87,579 | 1,023 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||