Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,229,478
+$1,011,091 QoQ
Shares Held
12,504
+17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#866
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. AXP ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
This page
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,229,478 | 12,504 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,218,387 | 10,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,286,240 | 11,586 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,038,401 | 12,158 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,770,662 | 11,821 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,865,441 | 14,367 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,345,599 | 14,642 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,327,624 | 12,270 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,734,837 | 11,811 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,767,329 | 7,762 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,185,674 | 6,329 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $847,846 | 5,683 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $908,104 | 5,213 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $814,193 | 4,936 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $662,363 | 4,483 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $610,737 | 4,527 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $737,181 | 5,318 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $859,265 | 4,595 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $766,629 | 4,686 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $595,569 | 3,555 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $554,346 | 3,355 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $501,404 | 3,545 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $440,716 | 3,645 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $261,452 | 2,608 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $253,517 | 2,663 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $224,126 | 2,618 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||