Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$240,834
+$177,011 QoQ
Shares Held
712
+237.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,542
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026PFS Partners, LLC holds $670,868 across 7 Credit Services names. AXP ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
931 | $319,416 | |
| 2 | AXP |
American Express Co
This page
|
712 | $240,834 | |
| 3 | MA |
Mastercard Inc
|
179 | $91,934 | |
| 4 | SYF |
Synchrony Financial
|
93 | $7,072 | |
| 5 | COF |
Capital One Financial Corp
|
31 | $6,219 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
24 | $5,191 | |
| 7 | KLAR |
Klarna Group plc
|
10 | $202 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,834 | 712 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $63,823 | 211 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $78,059 | 211 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $70,085 | 211 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $65,390 | 205 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $41,164 | 153 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $22,259 | 75 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $20,340 | 75 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $17,366 | 75 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,076 | 75 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,050 | 75 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||