Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,304,702
+$528,844 QoQ
Shares Held
9,770
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#967
of 2,990 holders
Holding Since
Sep 2023
12 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, 2026Prosperity Consulting Group, LLC holds $18,687,848 across 6 Credit Services names. AXP ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,144 | $9,655,924 | |
| 2 | AXP |
American Express Co
This page
|
9,770 | $3,304,702 | |
| 3 | MA |
Mastercard Inc
|
6,187 | $3,177,643 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
30,935 | $1,335,773 | |
| 5 | COF |
Capital One Financial Corp
|
3,361 | $674,283 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
8,849 | $539,523 |
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,304,702 | 9,770 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,775,858 | 9,177 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,386,892 | 9,155 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,011,694 | 9,067 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,705,269 | 8,481 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,256,522 | 8,387 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,486,506 | 8,378 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,255,841 | 8,318 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,408,583 | 10,402 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,352,037 | 10,330 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $815,116 | 4,351 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $629,134 | 4,217 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||