Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$160,668
+$17,898 QoQ
Shares Held
475
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,729
of 2,990 holders
Holding Since
Dec 2025
3 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, 2026Ares Financial Consulting, LLC holds $659,452 across 8 Credit Services names. AXP ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
915 | $313,927 | |
| 2 | AXP |
American Express Co
This page
|
475 | $160,668 | |
| 3 | MA |
Mastercard Inc
|
156 | $80,121 | |
| 4 | COF |
Capital One Financial Corp
|
319 | $63,997 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
493 | $21,287 | |
| 6 | SYF |
Synchrony Financial
|
197 | $14,981 | |
| 7 | ALLY |
Ally Financial Inc.
|
84 | $3,859 | |
| 8 | NAVI |
Navient Corp
|
72 | $612 |
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,668 | 475 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $142,770 | 472 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $51,423 | 139 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||