Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,311,057
+$207,005 QoQ
Shares Held
3,876
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,437
of 2,999 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,950,186 across 8 Credit Services names. AXP ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,319 | $6,285,065 | |
| 2 | MA |
Mastercard Inc
|
7,172 | $3,683,539 | |
| 3 | COF |
Capital One Financial Corp
|
9,277 | $1,861,151 | |
| 4 | AXP |
American Express Co
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|
3,876 | $1,311,057 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
16,990 | $304,630 | |
| 6 | ENVA |
Enova International, Inc.
|
1,010 | $243,137 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
1,015 | $202,259 | |
| 8 | FINV |
FinVolution Group
|
12,390 | $59,348 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,057 | 3,876 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,104,052 | 3,650 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,290,015 | 3,487 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,032,021 | 3,107 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $747,689 | 2,344 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $685,270 | 2,547 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $862,174 | 2,905 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $997,473 | 3,678 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $635,373 | 2,744 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $881,843 | 3,873 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $347,141 | 1,853 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||