Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,643,097
-$343,584 QoQ
Shares Held
22,596
-14.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#651
of 2,990 holders
Holding Since
Jun 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 WEALTH MANAGEMENT, 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 | 2026-07-30 | |
| 2026-03-31 | $7,986,681 | 26,404 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,462,336 | 12,062 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,094,868 | 12,328 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,758,541 | 11,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,053,717 | 11,350 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,286,355 | 11,073 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,999,743 | 11,061 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,603,381 | 15,562 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||