Position in AXP
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$121,294
-$35,194 QoQ
Shares Held
401
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Bell Investment Advisors, Inc holds $879,348 across 22 Credit Services names. AXP ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,139 | $344,251 | |
| 2 | MA |
Mastercard Inc
|
505 | $252,328 | |
| 3 | AXP |
American Express Co
This page
|
401 | $121,294 | |
| 4 | COF |
Capital One Financial Corp
|
344 | $62,755 | |
| 5 | SYF |
Synchrony Financial
|
243 | $16,528 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,005 | $15,959 | |
| 7 | WU |
Western Union CO
|
1,673 | $14,605 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
185 | $9,895 |
All Filings in AXP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,294 | 401 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $156,488 | 423 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $134,524 | 405 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $125,997 | 395 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $101,431 | 377 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $110,702 | 373 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $100,072 | 369 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $85,441 | 369 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $81,740 | 359 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $67,255 | 359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,208 | 236 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,221 | 317 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $50,969 | 309 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $39,744 | 269 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $33,187 | 246 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $29,248 | 211 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $23,558 | 144 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,343 | 205 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||