Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$532,743
+$99,592 QoQ
Shares Held
1,575
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,975
of 2,990 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $5,821,705 across 19 Credit Services names. AXP ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,951 | $2,384,818 | |
| 2 | MA |
Mastercard Inc
|
4,187 | $2,150,443 | |
| 3 | AXP |
American Express Co
This page
|
1,575 | $532,743 | |
| 4 | COF |
Capital One Financial Corp
|
2,289 | $459,219 | |
| 5 | SYF |
Synchrony Financial
|
1,032 | $78,483 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,361 | $58,767 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
509 | $41,508 | |
| 8 | ALLY |
Ally Financial Inc.
|
560 | $25,732 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,743 | 1,575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $433,151 | 1,432 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $491,663 | 1,329 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $434,133 | 1,307 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $383,732 | 1,203 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $308,869 | 1,148 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $343,386 | 1,157 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $286,929 | 1,058 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $265,587 | 1,147 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $257,972 | 1,133 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $204,387 | 1,091 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $213,743 | 1,227 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $212,290 | 1,287 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $212,760 | 1,440 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $164,590 | 1,220 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $128,223 | 925 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $198,220 | 1,060 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $186,340 | 1,139 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $37,526 | 224 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $194,806 | 1,179 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $93,208 | 659 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $27,083 | 224 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $22,456 | 224 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $21,324 | 224 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $19,176 | 224 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||