Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,697,954
+$2,024,031 QoQ
Shares Held
13,889
+57.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#832
of 2,990 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $24,299,708 across 11 Credit Services names. AXP ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,358 | $10,415,526 | |
| 2 | AXP |
American Express Co
This page
|
13,889 | $4,697,954 | |
| 3 | MA |
Mastercard Inc
|
8,464 | $4,347,110 | |
| 4 | COF |
Capital One Financial Corp
|
6,742 | $1,352,580 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
57,961 | $1,039,240 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
14,900 | $527,907 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,204 | $483,788 | |
| 8 | CACC |
Credit Acceptance Corp
|
750 | $477,555 |
All Filings in AXP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,697,954 | 13,889 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,673,923 | 8,840 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,878,950 | 7,782 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,283,267 | 6,874 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,093,146 | 6,562 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,729,453 | 6,428 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,685,470 | 5,679 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,694,728 | 6,249 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,505,538 | 6,502 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,395,512 | 6,129 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $339,834 | 1,814 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $331,201 | 2,220 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $311,992 | 1,791 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $243,796 | 1,478 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||