Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,953,306
+$2,436,088 QoQ
Shares Held
67,859
+0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#390
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OPPENHEIMER & CO INC holds $129,763,805 across 9 Credit Services names. AXP ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
178,239 | $61,152,018 | |
| 2 | MA |
Mastercard Inc
|
61,676 | $31,676,793 | |
| 3 | AXP |
American Express Co
This page
|
67,859 | $22,953,306 | |
| 4 | COF |
Capital One Financial Corp
|
25,853 | $5,186,628 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
247,271 | $4,433,569 | |
| 6 | SYF |
Synchrony Financial
|
32,259 | $2,453,296 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
21,792 | $940,978 | |
| 8 | KLAR |
Klarna Group plc
|
35,000 | $708,400 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,953,306 | 67,859 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,517,218 | 67,830 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $21,508,688 | 64,754 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,106,268 | 66,168 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $15,311,366 | 56,909 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,842,171 | 50,009 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,217,560 | 45,050 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $11,295,935 | 48,784 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,583,728 | 50,875 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,828,397 | 47,125 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,790,423 | 58,921 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,667,127 | 72,716 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,081,341 | 67,180 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,376,834 | 56,696 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,317,107 | 76,474 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,635,074 | 91,149 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $17,300,305 | 92,515 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,895,616 | 91,049 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $13,839,988 | 82,612 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,707,315 | 82,959 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $12,287,034 | 86,871 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,555,563 | 87,301 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,015,282 | 89,928 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,186,019 | 106,996 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $10,226,371 | 119,453 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||