Position in AXP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$216,560,553
-$45,861,997 QoQ
Shares Held
715,950
+0.9% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.8703820099169.ToString("F0")%
Shared 0.6371953348697534.ToString("F0")%
None 7.492422655213353.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,669,300,887 across 20 Credit Services names. AXP ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,278,999 | $991,044,655 | |
| 2 | MA |
Mastercard Inc
|
676,186 | $337,863,092 | |
| 3 | AXP |
American Express Co
This page
|
715,950 | $216,560,553 | |
| 4 | COF |
Capital One Financial Corp
|
469,256 | $85,606,368 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
360,135 | $16,288,904 | |
| 6 | SYF |
Synchrony Financial
|
121,041 | $8,233,206 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
17,156 | $2,545,092 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
38,986 | $1,786,338 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,560,553 | 715,950 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $262,422,550 | 709,346 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $235,632,308 | 709,394 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $221,364,143 | 693,975 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $177,881,867 | 661,148 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $185,700,017 | 625,695 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $166,938,242 | 615,554 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $130,580,073 | 563,939 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $127,605,898 | 560,437 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $102,236,119 | 545,725 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $74,707,337 | 500,753 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $84,220,472 | 483,470 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $77,999,408 | 472,867 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $69,026,878 | 467,187 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $63,702,611 | 472,186 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,802,075 | 467,480 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $88,642,114 | 474,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $74,718,734 | 456,716 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $79,441,887 | 474,195 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $72,839,990 | 440,840 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $63,628,480 | 449,862 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $55,174,858 | 456,330 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $60,437,815 | 602,871 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $60,113,181 | 631,441 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,766,387 | 499,549 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||