Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,692,952
+$782,191 QoQ
Shares Held
19,787
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#701
of 2,990 holders
Holding Since
Dec 2020
22 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, 2026Siemens Fonds Invest GmbH holds $42,324,401 across 9 Credit Services names. AXP ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
55,067 | $18,892,937 | |
| 2 | MA |
Mastercard Inc
|
23,548 | $12,094,252 | |
| 3 | AXP |
American Express Co
This page
|
19,787 | $6,692,952 | |
| 4 | COF |
Capital One Financial Corp
|
9,286 | $1,862,957 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
37,700 | $1,627,886 | |
| 6 | SYF |
Synchrony Financial
|
5,173 | $393,406 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
18,867 | $338,285 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,034 | $328,972 |
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,692,952 | 19,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,910,761 | 19,541 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,493,707 | 20,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,245,738 | 21,814 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,201,292 | 22,576 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,955,152 | 22,134 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $6,754,236 | 24,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,907,535 | 25,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,793,572 | 25,445 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,993,547 | 26,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,776,127 | 18,608 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,649,582 | 15,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,508,889 | 15,210 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,261,904 | 15,309 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,251,782 | 16,691 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,423,770 | 17,485 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,319,811 | 17,753 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,939,074 | 17,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,702,929 | 16,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,566,517 | 15,533 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,214,808 | 15,659 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $1,867,817 | 15,448 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||