Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,820,591
+$1,994,245 QoQ
Shares Held
85,205
-3.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#342
of 2,998 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $143,265,727 across 14 Credit Services names. AXP ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
102,812 | $35,273,769 | |
| 2 | MA |
Mastercard Inc
|
62,845 | $32,277,192 | |
| 3 | AXP |
American Express Co
This page
|
85,205 | $28,820,591 | |
| 4 | COF |
Capital One Financial Corp
|
106,763 | $21,418,793 | |
| 5 | SYF |
Synchrony Financial
|
115,573 | $8,789,326 | |
| 6 | ENVA |
Enova International, Inc.
|
19,138 | $4,607,090 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
18,618 | $4,027,445 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
29,237 | $3,167,828 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,820,591 | 85,205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,826,346 | 88,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,470,091 | 93,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,696,967 | 101,448 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,752,242 | 121,488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,962,929 | 122,516 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $39,679,338 | 133,695 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,084,901 | 151,493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,145,971 | 177,698 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $43,847,401 | 192,575 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,658,171 | 206,353 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $28,290,153 | 189,625 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,794,563 | 165,296 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $27,683,228 | 167,828 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,022,142 | 40,759 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,873,717 | 21,301 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,012,203 | 7,302 | Shares | Sole | 2022-08-11 | |
| 2020-06-30 | $1,332,895 | 14,001 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $31,920,543 | 372,860 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||