Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,643,097
+$3,596,954 QoQ
Shares Held
22,596
+106.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#652
of 2,990 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $95,454,342 across 10 Credit Services names. AXP ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
355,854 | $29,019,893 | |
| 2 | V |
Visa Inc.
|
60,289 | $20,684,553 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
1,148,202 | $20,587,261 | |
| 4 | MA |
Mastercard Inc
|
27,354 | $14,049,014 | |
| 5 | AXP |
American Express Co
This page
|
22,596 | $7,643,097 | |
| 6 | COF |
Capital One Financial Corp
|
10,130 | $2,032,280 | |
| 7 | OPFI |
OppFi Inc.
|
49,967 | $496,172 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,360 | $448,739 |
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,643,097 | 22,596 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $4,046,143 | 10,937 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,659,738 | 11,018 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,190,118 | 10,001 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,299,511 | 4,830 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,250,376 | 4,213 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,492,413 | 5,503 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,267,736 | 5,475 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,668,284 | 7,327 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||