Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$587,878
+$100,886 QoQ
Shares Held
1,738
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,901
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, 2026VALLEY NATIONAL ADVISERS INC holds $1,965,328 across 7 Credit Services names. AXP ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
3,235 | $649,005 | |
| 2 | AXP |
American Express Co
This page
|
1,738 | $587,878 | |
| 3 | MA |
Mastercard Inc
|
712 | $365,683 | |
| 4 | V |
Visa Inc.
|
818 | $280,647 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
983 | $80,163 | |
| 6 | SYF |
Synchrony Financial
|
20 | $1,521 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
10 | $431 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,878 | 1,738 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $486,992 | 1,610 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $615,596 | 1,664 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $481,970 | 1,471 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $465,391 | 1,459 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $354,607 | 1,318 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $347,837 | 1,172 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $298,320 | 1,100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $335,052 | 1,447 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $330,150 | 1,450 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $268,458 | 1,433 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $174,552 | 1,170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $197,020 | 1,131 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $183,919 | 1,115 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $164,445 | 1,113 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $158,923 | 1,178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $163,017 | 1,176 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $219,912 | 1,176 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $191,575 | 1,171 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $192,491 | 1,149 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $189,849 | 1,149 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $162,514 | 1,149 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $140,497 | 1,162 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $116,490 | 1,162 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $159,745 | 1,678 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $143,567 | 1,677 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||