Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$179,610
+$8,709 QoQ
Shares Held
531
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,719
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,489,164 across 11 Credit Services names. AXP ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
58,539 | $2,527,714 | |
| 2 | V |
Visa Inc.
|
3,649 | $1,251,935 | |
| 3 | COF |
Capital One Financial Corp
|
1,275 | $255,790 | |
| 4 | MA |
Mastercard Inc
|
419 | $215,198 | |
| 5 | AXP |
American Express Co
This page
|
531 | $179,610 | |
| 6 | ALLY |
Ally Financial Inc.
|
432 | $19,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
1,000 | $17,930 | |
| 8 | OPFI |
OppFi Inc.
|
1,230 | $12,213 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,610 | 531 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $170,901 | 565 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $187,934 | 508 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,588 | 351 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $111,324 | 349 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $92,822 | 345 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $92,301 | 311 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $89,224 | 329 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $446,891 | 1,930 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $87,205 | 383 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $71,563 | 382 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $62,212 | 417 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $66,544 | 382 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $63,010 | 382 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $53,781 | 364 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $50,186 | 372 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $51,566 | 372 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $69,564 | 372 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $60,859 | 372 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $62,321 | 372 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $60,143 | 364 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $59,970 | 424 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $51,265 | 424 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $42,506 | 424 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $40,364 | 424 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $30,648 | 358 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||