Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$59,193
+$7,469 QoQ
Shares Held
175
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,822
of 2,990 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $628,292 across 8 Credit Services names. AXP ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
920 | $315,642 | |
| 2 | MA |
Mastercard Inc
|
399 | $204,926 | |
| 3 | AXP |
American Express Co
This page
|
175 | $59,193 | |
| 4 | COF |
Capital One Financial Corp
|
199 | $39,923 | |
| 5 | GDOT |
Green Dot Corp
|
250 | $3,377 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
63 | $2,720 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
23 | $1,875 | |
| 8 | CACC |
Credit Acceptance Corp
|
1 | $636 |
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,193 | 175 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $51,724 | 171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,001 | 173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,463 | 173 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $55,183 | 173 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,545 | 173 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,013 | 27 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,817 | 298 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $67,147 | 290 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||