Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$242,525
+$22,035 QoQ
Shares Held
717
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,533
of 2,990 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MBA Advisors LLC holds $484,376 across 2 Credit Services names. AXP ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
717 | $242,525 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
5,601 | $241,851 |
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,525 | 717 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $220,490 | 596 | Shares | Sole | 2026-01-21 | |
| 2022-12-31 | $234,479 | 1,587 | Shares | Sole | 2023-01-26 | |
| 2022-03-31 | $240,669 | 1,287 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $218,733 | 1,337 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $227,338 | 1,357 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $229,174 | 1,387 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||