Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,864,301
+$315,605 QoQ
Shares Held
8,468
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,030
of 2,990 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $6,384,025 across 9 Credit Services names. AXP ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,287 | $3,186,276 | |
| 2 | AXP |
American Express Co
This page
|
8,468 | $2,864,301 | |
| 3 | MA |
Mastercard Inc
|
296 | $152,025 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
6,069 | $108,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
827 | $35,709 | |
| 6 | COF |
Capital One Financial Corp
|
139 | $27,886 | |
| 7 | KLAR |
Klarna Group plc
|
250 | $5,060 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
41 | $3,343 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,864,301 | 8,468 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,548,696 | 8,426 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,129,407 | 8,459 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,842,957 | 8,559 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,684,854 | 8,417 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,213,474 | 8,227 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,417,948 | 8,147 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,178,007 | 8,031 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,811,184 | 7,822 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,515,960 | 6,658 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,208,717 | 6,452 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,026,874 | 6,883 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,196,928 | 6,871 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,140,299 | 6,913 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,021,395 | 6,913 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $931,013 | 6,901 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $948,992 | 6,846 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,331,814 | 7,122 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,162,050 | 7,103 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,285,457 | 7,673 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,266,322 | 7,664 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,014,407 | 7,172 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $851,206 | 7,040 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||