Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$241,848
+$25,878 QoQ
Shares Held
715
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,539
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, 2026Tidemark, LLC holds $963,188 across 7 Credit Services names. AXP ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
635 | $326,136 | |
| 2 | AXP |
American Express Co
This page
|
715 | $241,848 | |
| 3 | V |
Visa Inc.
|
674 | $231,242 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
7,811 | $140,051 | |
| 5 | JFIN |
Jiayin Group Inc.
|
4,725 | $13,513 | |
| 6 | COF |
Capital One Financial Corp
|
40 | $8,024 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
55 | $2,374 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,848 | 715 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $215,970 | 714 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,774 | 713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,165 | 711 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $225,518 | 707 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $168,425 | 626 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $177,183 | 597 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $141,837 | 523 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $120,406 | 520 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $110,657 | 486 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $59,012 | 315 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||