Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,622,582
+$6,384,254 QoQ
Shares Held
87,576
+14.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#334
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, 2026NEOS Investment Management LLC holds $246,653,046 across 6 Credit Services names. AXP ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
273,079 | $93,690,674 | |
| 2 | MA |
Mastercard Inc
|
132,660 | $68,134,176 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
704,742 | $30,430,759 | |
| 4 | AXP |
American Express Co
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|
87,576 | $29,622,582 | |
| 5 | COF |
Capital One Financial Corp
|
102,029 | $20,469,057 | |
| 6 | SYF |
Synchrony Financial
|
56,618 | $4,305,798 |
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,622,582 | 87,576 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,238,328 | 76,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,017,077 | 73,029 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $21,622,619 | 65,097 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $16,000,993 | 50,163 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $10,618,595 | 39,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,483,627 | 31,954 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,642,501 | 24,493 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,543,242 | 19,621 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,106,830 | 13,645 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,317,770 | 12,372 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,687,338 | 11,310 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||