Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,617,716
+$988,559 QoQ
Shares Held
7,739
+43.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,075
of 2,990 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Dec 31, 2022CallValue
$36,937,500
CallShares
250,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026HUB Investment Partners, LLC holds $54,005,504 across 13 Credit Services names. AXP ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,903 | $25,355,380 | |
| 2 | MA |
Mastercard Inc
|
30,894 | $15,867,158 | |
| 3 | NNI |
Nelnet Inc
|
20,836 | $2,778,063 | |
| 4 | AXP |
American Express Co
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|
7,739 | $2,617,716 | |
| 5 | COF |
Capital One Financial Corp
|
11,240 | $2,254,968 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
87,197 | $1,563,442 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
21,654 | $935,019 | |
| 8 | SYF |
Synchrony Financial
|
10,169 | $773,352 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,617,716 | 7,739 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,629,157 | 5,386 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,393,231 | 3,766 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $924,404 | 2,898 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,293 | 2,417 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $741,975 | 2,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $627,828 | 2,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $645,098 | 2,786 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $587,895 | 2,582 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $36,937,500 | 250,000 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $40,779 | 276 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||