Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$405,900
+$40,505 QoQ
Shares Held
1,200
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,161
of 2,990 holders
Holding Since
Mar 2021
19 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, 2026Elevated Capital Advisors, LLC holds $3,685,152 across 9 Credit Services names. AXP ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,133 | $1,761,080 | |
| 2 | MA |
Mastercard Inc
|
2,294 | $1,178,198 | |
| 3 | AXP |
American Express Co
This page
|
1,200 | $405,900 | |
| 4 | WU |
Western Union CO
|
35,741 | $275,205 | |
| 5 | COF |
Capital One Financial Corp
|
244 | $48,951 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
500 | $8,965 | |
| 7 | SYF |
Synchrony Financial
|
60 | $4,563 | |
| 8 | ALLY |
Ally Financial Inc.
|
31 | $1,424 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,900 | 1,200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $365,395 | 1,208 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $454,298 | 1,228 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $420,846 | 1,267 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $389,474 | 1,221 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $328,510 | 1,221 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $434,500 | 1,464 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $399,206 | 1,472 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $340,841 | 1,472 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $342,673 | 1,505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $284,944 | 1,521 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $226,917 | 1,521 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $269,835 | 1,549 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $255,507 | 1,549 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $233,445 | 1,580 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $213,697 | 1,584 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $295,834 | 1,582 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $269,723 | 1,610 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $229,132 | 1,620 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||