Pine Valley Investments Ltd Liability Co
Position in AXP — American Express Co
CIK 1975417
MARLTON, NJ
Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,981,130
+$226,444 QoQ
Shares Held
5,857
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,193
of 2,990 holders
Holding Since
Jun 2023
13 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, 2026Pine Valley Investments Ltd Liability Co holds $19,929,846 across 6 Credit Services names. AXP ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
35,457 | $12,164,942 | |
| 2 | SYF |
Synchrony Financial
|
40,098 | $3,049,452 | |
| 3 | AXP |
American Express Co
This page
|
5,857 | $1,981,130 | |
| 4 | MA |
Mastercard Inc
|
2,412 | $1,238,803 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
24,744 | $1,068,445 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
23,819 | $427,074 |
All Filings in AXP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981,130 | 5,857 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,754,686 | 5,801 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $1,891,184 | 5,112 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,714,277 | 5,161 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,765,554 | 5,535 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,489,191 | 5,535 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,642,435 | 5,534 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,501,905 | 5,538 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,287,881 | 5,562 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,316,958 | 5,784 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,125,351 | 6,007 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,028,366 | 6,893 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $880,929 | 5,057 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||