Position in AXP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,191,050
-$1,476,518 QoQ
Shares Held
9,434
-38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#19
of 74 holders
Holding Since
Dec 2021
17 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 Jun 30, 2026CoreCap Advisors, LLC holds $8,123,908 across 17 Credit Services names. AXP ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
9,434 | $3,191,050 | |
| 2 | V |
Visa Inc.
|
6,268 | $2,150,488 | |
| 3 | MA |
Mastercard Inc
|
3,407 | $1,749,835 | |
| 4 | COF |
Capital One Financial Corp
|
1,278 | $256,392 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
4,429 | $191,244 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
10,361 | $185,772 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
783 | $169,378 | |
| 8 | CACC |
Credit Acceptance Corp
|
237 | $150,907 |
All Filings in AXP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,050 | 9,434 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,667,568 | 15,431 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,745,693 | 15,531 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,876,773 | 14,682 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,084,857 | 12,806 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,470,475 | 12,899 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,857,858 | 16,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,029,132 | 18,544 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $2,910,333 | 12,782 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,247,330 | 11,996 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,592,325 | 17,376 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $2,101,548 | 12,064 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,569,843 | 10,625 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,307,008 | 9,688 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $1,252,293 | 9,034 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,476,365 | 7,895 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,177,188 | 13,308 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||