Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,515
-$5,028 QoQ
Shares Held
37
-36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,920
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $947,626 across 9 Credit Services names. AXP ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,115 | $725,635 | |
| 2 | MA |
Mastercard Inc
|
365 | $187,464 | |
| 3 | COF |
Capital One Financial Corp
|
65 | $13,040 | |
| 4 | AXP |
American Express Co
This page
|
37 | $12,515 | |
| 5 | WU |
Western Union CO
|
424 | $3,264 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
22 | $2,383 | |
| 7 | ENVA |
Enova International, Inc.
|
7 | $1,685 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
33 | $1,424 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,515 | 37 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,543 | 58 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,977 | 54 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||