Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,611,157
+$344,373 QoQ
Shares Held
10,676
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#924
of 2,990 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $25,646,822 across 6 Credit Services names. AXP ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
181,832 | $7,851,505 | |
| 2 | MA |
Mastercard Inc
|
11,595 | $5,955,192 | |
| 3 | AXP |
American Express Co
This page
|
10,676 | $3,611,157 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
190,990 | $3,424,450 | |
| 5 | V |
Visa Inc.
|
7,199 | $2,469,904 | |
| 6 | COF |
Capital One Financial Corp
|
11,637 | $2,334,614 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,611,157 | 10,676 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,266,784 | 10,800 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,910,716 | 13,274 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,372,222 | 13,163 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,310,695 | 13,514 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,598,812 | 13,376 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,988,264 | 13,438 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,019,812 | 11,135 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $220,435 | 952 | Shares | Sole | 2024-07-10 | |
| 2023-06-30 | $94,416 | 542 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $15,661 | 106 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||