Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,749,645
+$819,526 QoQ
Shares Held
22,911
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#649
of 2,990 holders
Holding Since
Dec 2023
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, 2026Plato Investment Management Ltd holds $41,730,854 across 6 Credit Services names. AXP ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,340 | $15,555,700 | |
| 2 | MA |
Mastercard Inc
|
27,058 | $13,896,988 | |
| 3 | AXP |
American Express Co
This page
|
22,911 | $7,749,645 | |
| 4 | SYF |
Synchrony Financial
|
29,517 | $2,244,767 | |
| 5 | COF |
Capital One Financial Corp
|
8,644 | $1,734,159 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,728 | $549,595 |
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,749,645 | 22,911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,930,119 | 22,911 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,884,744 | 21,313 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,240,755 | 21,799 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,958,867 | 21,816 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,472,746 | 20,341 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,581,021 | 22,174 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,356,114 | 23,437 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,185,793 | 22,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,965,008 | 21,806 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $298,807 | 1,595 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||