Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,714,014
+$59,493,321 QoQ
Shares Held
484,003
+40.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#100
of 2,990 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,409,128,234 across 37 Credit Services names. AXP ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,229,928 | $765,065,997 | |
| 2 | MA |
Mastercard Inc
|
565,708 | $290,547,628 | |
| 3 | AXP |
American Express Co
This page
|
484,003 | $163,714,014 | |
| 4 | COF |
Capital One Financial Corp
|
290,754 | $58,331,066 | |
| 5 | ALLY |
Ally Financial Inc.
|
903,248 | $41,504,245 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
159,715 | $34,549,548 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
425,382 | $18,367,994 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
994,992 | $17,840,206 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,714,014 | 484,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,220,693 | 344,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,063,070 | 100,184 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,924,824 | 87,081 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,279,479 | 72,981 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,936,041 | 55,514 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $11,128,734 | 37,497 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,905,294 | 25,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,210,439 | 13,865 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,135,716 | 4,988 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $681,917 | 3,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $638,085 | 4,277 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,531,392 | 8,791 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,504,013 | 9,118 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,394,464 | 9,438 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,195,706 | 8,863 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $61,963 | 447 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $109,769 | 587 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $103,558 | 633 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $99,345 | 593 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $99,633 | 603 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $123,760 | 875 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $195,027 | 1,613 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||