Position in AXP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$17,589
+$5,188 QoQ
Shares Held
52
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,906
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $718,245 across 10 Credit Services names. AXP ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,068 | $366,420 | |
| 2 | MA |
Mastercard Inc
|
310 | $159,216 | |
| 3 | SYF |
Synchrony Financial
|
693 | $52,702 | |
| 4 | COF |
Capital One Financial Corp
|
256 | $51,358 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
690 | $29,794 | |
| 6 | ALLY |
Ally Financial Inc.
|
523 | $24,031 | |
| 7 | AXP |
American Express Co
This page
|
52 | $17,589 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
137 | $11,172 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,589 | 52 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,401 | 41 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,537 | 42 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||