Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,071,781
+$203,060 QoQ
Shares Held
6,125
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,177
of 2,990 holders
Holding Since
Dec 2022
6 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, 2026Fortis Capital Advisors, LLC holds $8,748,385 across 8 Credit Services names. AXP ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
6,125 | $2,071,781 | |
| 2 | V |
Visa Inc.
|
5,552 | $1,904,835 | |
| 3 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
61,051 | $1,094,644 | |
| 5 | MA |
Mastercard Inc
|
2,089 | $1,072,910 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 | |
| 7 | COF |
Capital One Financial Corp
|
1,624 | $325,806 | |
| 8 | ALLY |
Ally Financial Inc.
|
7,025 | $322,798 |
All Filings in AXP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,071,781 | 6,125 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,868,721 | 6,178 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $1,432,605 | 4,827 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,335,660 | 4,925 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $19,794 | 120 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $17,730 | 120 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||