Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,802,815
+$8,970,153 QoQ
Shares Held
194,539
+3.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#201
of 2,944 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 68%
Shared 1%
None 31%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $204,383,365 across 9 Credit Services names. AXP ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
306,861 | $105,280,939 | |
| 2 | AXP |
American Express Co
This page
|
194,539 | $65,802,815 | |
| 3 | MA |
Mastercard Inc
|
47,850 | $24,575,758 | |
| 4 | COF |
Capital One Financial Corp
|
25,317 | $5,079,094 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
31,317 | $1,352,267 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
3,347 | $724,023 | |
| 7 | ATLC |
Atlanticus Holdings Corp
|
6,380 | $652,355 | |
| 8 | SYF |
Synchrony Financial
|
8,394 | $638,362 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,802,815 | 194,539 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $56,832,662 | 187,889 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $68,587,988 | 185,398 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||