Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,673,999
+$115,320 QoQ
Shares Held
4,949
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,282
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $13,163,492 across 8 Credit Services names. AXP ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,623 | $5,360,095 | |
| 2 | MA |
Mastercard Inc
|
7,628 | $3,917,740 | |
| 3 | AXP |
American Express Co
This page
|
4,949 | $1,673,999 | |
| 4 | COF |
Capital One Financial Corp
|
5,869 | $1,177,438 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,288 | $357,875 | |
| 6 | SYF |
Synchrony Financial
|
3,193 | $242,827 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
12,171 | $218,226 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,640 | $215,292 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,999 | 4,949 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,558,679 | 5,153 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,942,237 | 5,250 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,745,500 | 5,255 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,737,484 | 5,447 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,503,720 | 5,589 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,714,555 | 5,777 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,577,570 | 5,817 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,353,641 | 5,846 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,402,342 | 6,159 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,171,437 | 6,253 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $954,666 | 6,399 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,256,853 | 7,215 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,199,681 | 7,273 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,108,420 | 7,502 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,010,745 | 7,492 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,092,741 | 7,883 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,052,512 | 10,976 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,340,952 | 14,309 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,324,800 | 19,846 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,373,335 | 20,416 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,329,639 | 23,541 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,764,244 | 22,862 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,141,841 | 21,365 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,035,090 | 21,377 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,626,418 | 18,998 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||