Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$81,518
+$45,221 QoQ
Shares Held
241
+100.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,796
of 2,990 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $279,312 across 12 Credit Services names. AXP ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
339 | $116,307 | |
| 2 | AXP |
American Express Co
This page
|
241 | $81,518 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
1,335 | $23,936 | |
| 4 | COF |
Capital One Financial Corp
|
115 | $23,071 | |
| 5 | MA |
Mastercard Inc
|
42 | $21,571 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
191 | $8,247 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
25 | $2,038 | |
| 8 | SYF |
Synchrony Financial
|
23 | $1,749 |
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,518 | 241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $36,297 | 120 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $44,024 | 119 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $37,534 | 113 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $37,001 | 116 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,174 | 101 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $29,975 | 101 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,391 | 101 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $23,386 | 101 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $22,996 | 101 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $18,921 | 101 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||