Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,063,796
+$33,550 QoQ
Shares Held
3,145
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,538
of 2,990 holders
Holding Since
Sep 2024
8 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, 2026Marshall Financial Group, LLC holds $7,526,139 across 6 Credit Services names. AXP ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,775 | $3,696,794 | |
| 2 | MA |
Mastercard Inc
|
3,683 | $1,891,588 | |
| 3 | AXP |
American Express Co
This page
|
3,145 | $1,063,796 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
19,812 | $355,229 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
4,645 | $283,205 | |
| 6 | COF |
Capital One Financial Corp
|
1,174 | $235,527 |
All Filings in AXP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,796 | 3,145 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,030,246 | 3,406 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,178,290 | 3,185 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $308,244 | 928 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $284,530 | 892 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $250,485 | 931 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $270,375 | 911 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $253,572 | 935 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||