Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,739
+$10,230 QoQ
Shares Held
286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,782
of 2,990 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $3,426,679 across 7 Credit Services names. AXP ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,306 | $2,163,525 | |
| 2 | MA |
Mastercard Inc
|
2,118 | $1,087,804 | |
| 3 | AXP |
American Express Co
This page
|
286 | $96,739 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
1,700 | $30,481 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 6 | COF |
Capital One Financial Corp
|
97 | $19,460 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
163 | $7,038 |
All Filings in AXP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,739 | 286 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $86,509 | 286 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $124,303 | 336 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $104,962 | 316 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $79,426 | 249 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||