COMMONWEALTH EQUITY SERVICES, LLC

Position in AXP — American Express Co

CIK 312272 WALTHAM, MA

Position in AXP

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$84,436,384

-$21,670,825 QoQ

Shares Held

279,147

-2.7% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Mar 31, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $442,983,057 across 21 Credit Services names. AXP ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	630,916	$190,688,051
2	MA	Mastercard Inc	198,518	$99,191,503
3	AXP	American Express Co This page	279,147	$84,436,384
4	COF	Capital One Financial Corp	199,363	$36,369,792
5	PYPL	PayPal Holdings, Inc.	212,462	$9,609,656
6	SOFI	SoFi Technologies, Inc.	511,571	$8,123,747
7	WU	Western Union CO	385,025	$3,361,268
8	SYF	Synchrony Financial	23,227	$1,579,900

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$84,436,384	279,147	-2.7%	Shares	Sole	2026-04-27
2025-12-31	$106,107,209	286,815	-6.1%	Shares	Sole	2026-02-12
2025-09-30	$101,419,409	305,333	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$96,897,192	303,772	-3.3%	Shares	Sole	2025-08-06
2025-03-31	$84,522,326	314,151	+2.2%	Shares	Sole	2025-05-09
2024-12-31	$91,191,101	307,258	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$84,832,444	312,804	+5.0%	Shares	Sole	2024-10-18
2024-06-30	$68,949,801	297,775	+4.5%	Shares	Sole	2024-07-31
2024-03-31	$64,882,997	284,962	+7.2%	Shares	Sole	2024-04-29
2023-12-31	$49,814,080	265,902	+6.5%	Shares	Sole	2024-02-06
2023-09-30	$37,239,166	249,609	+5.0%	Shares	Sole	2023-10-23
2023-06-30	$41,406,643	237,696	+4.0%	Shares	Sole	2023-08-10
2023-03-31	$37,714,662	228,643	+8.1%	Shares	Sole	2023-05-11
2022-12-31	$31,249,568	211,503	+0.6%	Shares	Sole	2023-02-07
2022-09-30	$28,364,018	210,244	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$29,389,380	212,014	-0.6%	Shares	Sole	2022-07-19
2022-03-31	$39,892,523	213,329	+1.4%	Shares	Sole	2022-05-04
2021-12-31	$34,407,697	210,316	+10.5%	Shares	Sole	2022-01-31
2021-09-30	$31,899,219	190,409	-0.2%	Shares	Sole	2021-10-29
2021-06-30	$31,523,075	190,783	+4.8%	Shares	Sole	2021-08-11
2021-03-31	$25,754,809	182,090	-7.6%	Shares	Sole	2021-05-04
2020-12-31	$23,827,250	197,066	-1.0%	Shares	Sole	2021-02-11
2020-09-30	$19,957,469	199,077	+0.7%	Shares	Sole	2020-11-05
2020-06-30	$18,827,037	197,763	+6.7%	Shares	Sole	2020-08-12
2020-03-31	$15,872,265	185,402	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.