Position in AXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$138,006
+$12,477 QoQ
Shares Held
408
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,750
of 2,988 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, 2026Bruce G. Allen Investments, LLC holds $714,847 across 15 Credit Services names. AXP ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
3,541 | $152,900 | |
| 2 | V |
Visa Inc.
|
430 | $147,528 | |
| 3 | AXP |
American Express Co
This page
|
408 | $138,006 | |
| 4 | COF |
Capital One Financial Corp
|
683 | $137,023 | |
| 5 | MA |
Mastercard Inc
|
191 | $98,097 | |
| 6 | SYF |
Synchrony Financial
|
211 | $16,046 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
123 | $10,030 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
84 | $5,121 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,006 | 408 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $125,529 | 415 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $161,298 | 436 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $151,132 | 455 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $203,190 | 637 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $155,779 | 579 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $184,603 | 622 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $171,127 | 631 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $144,487 | 624 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $150,503 | 661 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $130,388 | 696 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||