Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,790,255
+$17,518,055 QoQ
Shares Held
135,374
+44.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026MML INVESTORS SERVICES, LLC holds $369,746,275 across 18 Credit Services names. AXP ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
474,388 | $162,757,778 | |
| 2 | MA |
Mastercard Inc
|
174,903 | $89,830,180 | |
| 3 | AXP |
American Express Co
This page
|
135,374 | $45,790,255 | |
| 4 | COF |
Capital One Financial Corp
|
196,261 | $39,373,881 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
416,819 | $7,473,564 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
148,993 | $6,433,517 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
106,965 | $3,789,769 | |
| 8 | SYF |
Synchrony Financial
|
46,066 | $3,503,319 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,790,255 | 135,374 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $28,272,200 | 93,468 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $36,054,957 | 97,459 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $30,829,430 | 92,815 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,960,508 | 84,521 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,078,991 | 78,346 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,151,994 | 78,008 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,060,221 | 81,343 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $17,899,046 | 77,301 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $22,103,006 | 97,075 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $17,800,110 | 95,015 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,908,963 | 86,527 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,517,479 | 83,338 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $10,512,264 | 71,149 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,378,943 | 69,520 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,512,658 | 68,624 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,031,545 | 75,035 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,791,306 | 72,074 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,433,487 | 38,402 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,101,282 | 36,926 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,140,495 | 36,344 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,522,517 | 37,404 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,357,366 | 43,465 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,682,373 | 70,193 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,347,114 | 62,459 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||