Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,273,378
+$1,146,943 QoQ
Shares Held
6,721
+80.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,132
of 2,990 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $19,903,047 across 15 Credit Services names. AXP ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,229 | $8,998,907 | |
| 2 | MA |
Mastercard Inc
|
9,454 | $4,855,574 | |
| 3 | AXP |
American Express Co
This page
|
6,721 | $2,273,378 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
86,190 | $1,545,386 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
29,605 | $1,278,343 | |
| 6 | COF |
Capital One Financial Corp
|
3,159 | $633,758 | |
| 7 | SYF |
Synchrony Financial
|
2,124 | $161,530 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
3,123 | $110,647 |
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,273,378 | 6,721 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,126,435 | 3,724 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,369,184 | 3,701 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,085,498 | 3,268 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,109,412 | 3,478 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $940,867 | 3,497 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,798,250 | 6,059 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,041,950 | 3,842 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,423,170 | 10,465 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,328,813 | 10,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $714,702 | 3,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,229,922 | 8,244 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $943,815 | 5,418 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,583,190 | 9,598 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,308,326 | 8,855 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $960,154 | 7,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $965,072 | 6,962 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,301,894 | 6,962 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,089,903 | 6,662 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||