Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$992,763
+$36,322 QoQ
Shares Held
2,935
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,568
of 2,990 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $6,394,700 across 15 Credit Services names. AXP ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,455 | $2,214,645 | |
| 2 | MA |
Mastercard Inc
|
3,356 | $1,723,641 | |
| 3 | COF |
Capital One Financial Corp
|
5,761 | $1,155,771 | |
| 4 | AXP |
American Express Co
This page
|
2,935 | $992,763 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
2,220 | $135,353 | |
| 6 | SYF |
Synchrony Financial
|
1,582 | $120,311 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
429 | $18,524 | |
| 8 | WU |
Western Union CO
|
2,340 | $18,018 |
All Filings in AXP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,763 | 2,935 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $956,441 | 3,162 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,188,279 | 3,212 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,085,166 | 3,267 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,050,082 | 3,292 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $877,910 | 3,263 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $920,642 | 3,102 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $773,733 | 2,853 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $468,657 | 2,024 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $464,942 | 2,042 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $700,464 | 3,739 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $630,775 | 4,228 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,055,303 | 6,058 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $993,493 | 6,023 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $1,024,203 | 6,932 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $955,972 | 7,086 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $941,645 | 6,793 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $1,057,672 | 5,656 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $305,277 | 1,866 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $316,966 | 1,892 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $206,702 | 1,251 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||