Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,852,075
+$22,932,147 QoQ
Shares Held
641,100
0.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
10.11%
of 13F equity value
Holder Rank
#84
of 2,998 holders
Holding Since
Mar 2026
2 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, 2026S&G Foundation holds $220,447,275 across 2 Credit Services names. AXP ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
641,100 | $216,852,075 | |
| 2 | MA |
Mastercard Inc
|
7,000 | $3,595,200 |
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,852,075 | 641,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $193,919,928 | 641,100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||