Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$135,300
+$1,302 QoQ
Shares Held
400
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,749
of 2,984 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,408,959 across 7 Credit Services names. AXP ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
1,142 | $586,530 | |
| 2 | V |
Visa Inc.
|
1,185 | $406,560 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
2,490 | $151,815 | |
| 4 | AXP |
American Express Co
This page
|
400 | $135,300 | |
| 5 | COF |
Capital One Financial Corp
|
558 | $111,945 | |
| 6 | SLM |
SLM Corp
|
461 | $11,958 | |
| 7 | WU |
Western Union CO
|
630 | $4,851 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,300 | 400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $133,998 | 443 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $140,211 | 379 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $111,937 | 337 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $70,813 | 222 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $58,921 | 219 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $82,804 | 279 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $76,478 | 282 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $65,297 | 282 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,208 | 282 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $51,331 | 274 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||