Position in AXP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,908,042
+$683,163 QoQ
Shares Held
9,614
+59.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $20,961,441 across 23 Credit Services names. AXP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,980 | $7,852,195 | |
| 2 | MA |
Mastercard Inc
|
10,020 | $5,006,593 | |
| 3 | AXP |
American Express Co
This page
|
9,614 | $2,908,042 | |
| 4 | COF |
Capital One Financial Corp
|
13,675 | $2,494,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
83,166 | $1,320,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,065 | $817,079 | |
| 7 | SYF |
Synchrony Financial
|
1,695 | $115,293 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
4,341 | $111,346 |
All Filings in AXP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,908,042 | 9,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,224,879 | 6,014 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,996,281 | 6,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,852,635 | 5,808 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,495,918 | 5,560 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,608,601 | 5,420 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,437,902 | 5,302 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,063,740 | 4,594 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,054,204 | 4,630 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $826,169 | 4,410 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $894,841 | 5,998 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,067,671 | 6,129 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,059,143 | 6,421 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $974,263 | 6,594 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $882,581 | 6,542 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $906,852 | 6,542 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,155,997 | 7,066 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,149,912 | 12,833 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,814,390 | 10,981 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,549,758 | 10,957 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||