Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,169,535
+$229,429 QoQ
Shares Held
6,414
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,151
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. AXP ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
|
18 | $3,611 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,169,535 | 6,414 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,940,106 | 6,414 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,446,849 | 6,614 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,196,906 | 6,614 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,125,682 | 6,664 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,792,949 | 6,664 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,006,300 | 6,760 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,833,312 | 6,760 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,667,623 | 7,202 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,639,823 | 7,202 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,281,780 | 6,842 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,302,727 | 8,732 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,521,114 | 8,732 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,440,343 | 8,732 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,290,153 | 8,732 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,178,034 | 8,732 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,211,816 | 8,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,634,754 | 8,742 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,430,191 | 8,742 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,462,871 | 8,732 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,442,788 | 8,732 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,235,054 | 8,732 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,055,786 | 8,732 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $875,383 | 8,732 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $831,286 | 8,732 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $751,056 | 8,773 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||