Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$201,258
-$99,709 QoQ
Shares Held
595
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,699
of 2,990 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,314,613 across 8 Credit Services names. AXP ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,419 | $1,173,024 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
20,837 | $373,607 | |
| 3 | MA |
Mastercard Inc
|
565 | $290,184 | |
| 4 | COF |
Capital One Financial Corp
|
1,196 | $239,941 | |
| 5 | AXP |
American Express Co
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|
595 | $201,258 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
762 | $32,903 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
23 | $2,492 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
34 | $1,204 |
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,258 | 595 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $300,967 | 995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $472,796 | 1,278 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $291,636 | 878 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $280,064 | 878 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $417,296 | 1,551 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $260,284 | 877 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $237,842 | 877 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $203,069 | 877 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||