Position in AXP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,792,492
-$2,326,430 QoQ
Shares Held
19,150
-12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.03655352480417754.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96344647519582.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Bleakley Financial Group, LLC holds $47,781,966 across 11 Credit Services names. AXP ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
61,981 | $18,733,137 | |
| 2 | MA |
Mastercard Inc
|
26,640 | $13,310,942 | |
| 3 | AXP |
American Express Co
This page
|
19,150 | $5,792,492 | |
| 4 | COF |
Capital One Financial Corp
|
23,784 | $4,338,915 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
11,830 | $2,224,040 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,002 | $769,000 | |
| 7 | SYF |
Synchrony Financial
|
10,713 | $728,698 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
13,377 | $612,934 |
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,792,492 | 19,150 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,118,922 | 21,946 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,205,611 | 15,672 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,037,013 | 15,791 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,355,053 | 12,470 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,633,006 | 12,241 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,365,320 | 12,409 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,804,533 | 12,112 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,934,241 | 12,887 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,315,897 | 12,362 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,874,870 | 12,567 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,400,476 | 13,780 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,343,774 | 14,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,974,826 | 13,366 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||