Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,245,182
+$1,693,768 QoQ
Shares Held
24,376
+12.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#632
of 2,990 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $74,461,970 across 7 Credit Services names. AXP ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,432 | $52,640,984 | |
| 2 | MA |
Mastercard Inc
|
17,008 | $8,735,308 | |
| 3 | AXP |
American Express Co
This page
|
24,376 | $8,245,182 | |
| 4 | COF |
Capital One Financial Corp
|
18,654 | $3,742,365 | |
| 5 | SYF |
Synchrony Financial
|
6,461 | $491,359 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
3,760 | $306,628 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,951 | $300,144 |
All Filings in AXP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,245,182 | 24,376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,551,414 | 21,659 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,792,626 | 21,064 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,953,234 | 8,891 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,996,179 | 9,393 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,754,264 | 10,237 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,950,457 | 16,680 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,970,824 | 18,329 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,065,091 | 17,556 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,244,141 | 18,640 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,901,709 | 15,489 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,081,349 | 13,951 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||