Position in AXP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$41,266
+$18,884 QoQ
Shares Held
122
+64.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,856
of 2,990 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $4,498,841 across 29 Credit Services names. AXP ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,046 | $3,789,772 | |
| 2 | MA |
Mastercard Inc
|
544 | $279,398 | |
| 3 | COF |
Capital One Financial Corp
|
535 | $107,331 | |
| 4 | ALLY |
Ally Financial Inc.
|
1,331 | $61,159 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,414 | $61,056 | |
| 6 | AXP |
American Express Co
This page
|
122 | $41,266 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
653 | $39,813 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,202 | $21,551 |
All Filings in AXP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,266 | 122 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $22,382 | 74 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $45,873 | 124 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $95,993 | 289 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,310 | 48 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $16,680 | 62 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $13,949 | 47 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $14,916 | 55 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $12,966 | 56 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $12,978 | 57 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $10,865 | 58 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $9,100 | 61 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,883 | 51 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,721 | 65 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,274 | 56 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $3,102 | 23 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $4,114 | 22 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||