Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$459,005
+$48,540 QoQ
Shares Held
1,357
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,075
of 2,990 holders
Holding Since
Dec 2022
15 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, 2026Coston, McIsaac & Partners holds $680,099 across 7 Credit Services names. AXP ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
1,357 | $459,005 | |
| 2 | V |
Visa Inc.
|
432 | $148,214 | |
| 3 | MA |
Mastercard Inc
|
82 | $42,115 | |
| 4 | COF |
Capital One Financial Corp
|
143 | $28,688 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48 | $2,072 | |
| 6 | ALLY |
Ally Financial Inc.
|
97 | $4 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
89 | $1 |
All Filings in AXP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,005 | 1,357 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $410,465 | 1,357 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $522,739 | 1,413 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $417,192 | 1,256 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $114,513 | 359 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,588 | 359 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $82,804 | 279 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $75,664 | 279 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $64,602 | 279 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $63,525 | 279 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $52,267 | 279 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $41,624 | 279 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,601 | 279 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $46,021 | 279 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $20,685 | 140 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||