Position in AXP
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$59,769,113
+$12,600,382 QoQ
Shares Held
176,701
+13.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#215
of 2,998 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. AXP ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
This page
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in AXP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,769,113 | 176,701 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $47,168,731 | 155,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,597,935 | 150,285 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $43,262,179 | 130,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,509,824 | 130,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,085,818 | 152,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,713,902 | 147,289 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $14,519,786 | 77,505 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,139,868 | 74,669 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,874,589 | 85,388 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,896,780 | 78,186 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $11,782,471 | 79,746 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,118,566 | 67,590 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,009,329 | 64,993 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,656,908 | 67,684 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,844,870 | 54,064 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,124,883 | 42,529 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,668,049 | 34,304 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,103,315 | 29,011 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,435,369 | 20,142 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,237,981 | 22,324 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,032,234 | 21,347 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,417,712 | 28,241 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||