Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,316,130
+$354,547 QoQ
Shares Held
3,891
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,429
of 2,990 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NFSG Corp holds $3,390,130 across 10 Credit Services names. AXP ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
3,891 | $1,316,130 | |
| 2 | V |
Visa Inc.
|
3,081 | $1,057,060 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
15,045 | $269,756 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
5,315 | $188,310 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
2,107 | $171,825 | |
| 6 | MA |
Mastercard Inc
|
253 | $129,940 | |
| 7 | SYF |
Synchrony Financial
|
1,150 | $87,457 | |
| 8 | COF |
Capital One Financial Corp
|
370 | $74,229 |
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,130 | 3,891 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $961,583 | 3,179 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $844,965 | 2,284 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $805,155 | 2,424 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $864,435 | 2,710 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $658,634 | 2,448 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $831,902 | 2,803 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $325,327 | 1,405 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $216,988 | 953 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $170,076 | 1,140 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $185,523 | 1,065 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $175,506 | 1,064 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $157,944 | 1,069 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $149,615 | 1,109 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $131,550 | 949 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $173,723 | 929 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,603 | 401 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $33,673 | 201 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $33,211 | 201 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $14,285 | 101 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $12,211 | 101 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $10,125 | 101 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||