Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$519,213
+$55,512 QoQ
Shares Held
1,535
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,000
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, 2026TOTH FINANCIAL ADVISORY CORP holds $32,876,764 across 9 Credit Services names. AXP ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,196 | $17,564,835 | |
| 2 | MA |
Mastercard Inc
|
27,746 | $14,250,345 | |
| 3 | AXP |
American Express Co
This page
|
1,535 | $519,213 | |
| 4 | COF |
Capital One Financial Corp
|
932 | $186,977 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
8,350 | $149,715 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
1,320 | $143,022 | |
| 7 | SEZL |
Sezzle Inc.
|
300 | $51,489 | |
| 8 | WU |
Western Union CO
|
800 | $6,160 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,213 | 1,535 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $463,701 | 1,533 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $567,503 | 1,534 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $512,855 | 1,544 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $495,375 | 1,553 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $417,565 | 1,552 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $555,887 | 1,873 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $532,094 | 1,962 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $458,237 | 1,979 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $476,782 | 2,094 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $391,915 | 2,092 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $311,657 | 2,089 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $365,820 | 2,100 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $374,601 | 2,271 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $307,320 | 2,080 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $291,000 | 2,157 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $298,726 | 2,155 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $394,757 | 2,111 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $345,032 | 2,109 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $353,153 | 2,108 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $327,981 | 1,985 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $280,334 | 1,982 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $239,401 | 1,980 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $198,194 | 1,977 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $187,829 | 1,973 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $190,396 | 2,224 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||