Position in AXP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,691
+$179 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,976
of 2,990 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Copia Wealth Management holds $174,992 across 7 Credit Services names. AXP ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
403 | $80,849 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
3,637 | $65,211 | |
| 3 | V |
Visa Inc.
|
26 | $8,920 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
102 | $8,318 | |
| 5 | SYF |
Synchrony Financial
|
82 | $6,236 | |
| 6 | ALLY |
Ally Financial Inc.
|
82 | $3,767 | |
| 7 | AXP |
American Express Co
This page
|
5 | $1,691 |
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691 | 5 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,512 | 5 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,589 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,325 | 7 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,232 | 7 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||