Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$193,919,928
New position
Shares Held
641,100
first reported quarter
Ownership
0.094%
of shares outstanding
% of Portfolio
13.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Credit Services
Financial Services · as of Mar 31, 2026S&G Foundation holds $197,417,548 across 2 Credit Services names. AXP ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
641,100 | $193,919,928 | |
| 2 | MA |
Mastercard Inc
|
7,000 | $3,497,620 |
All Filings in AXP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,919,928 | 641,100 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||