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Equibles

Jefferies Financial Group Inc.

Position in AXP — American Express Co

CIK 96223 NEW YORK, NY
Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$23,466,432
+$11,517,868 QoQ
Shares Held
69,376
+75.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#388
of 3,003 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Derivatives in AXP

reported options exposure · as of Jun 30, 2026
CallValue
$676,500
CallShares
2,000
PutValue
$67,650
PutShares
200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $164,307,237 across 16 Credit Services names. AXP ranks #2 (14.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MA
Mastercard Inc
 107,074 $54,993,206
2 AXP
American Express Co
This page 		69,376 $23,466,432
3 SOFI
SoFi Technologies, Inc.
 964,203 $17,288,159
4 V
Visa Inc.
 49,683 $17,045,740
5 SYF
Synchrony Financial
 222,782 $16,942,571
6 BFH
Bread Financial Holdings, Inc.
 97,546 $10,569,109
7 ALLY
Ally Financial Inc.
 126,330 $5,804,863
8 OMF
OneMain Holdings, Inc.
 73,390 $4,474,588

All Filings in AXP

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $67,650 200
2026-06-30 $23,466,432 69,376
2026-06-30 $676,500 2,000
2026-03-31 $11,948,564 39,502
2025-12-31 $4,780,493 12,922
2025-09-30 $11,735,212 35,330
2025-06-30 $3,274,329 10,265
2025-03-31 $2,169,350 8,063
2024-12-31 $522,943 1,762
2024-06-30 $903,045 3,900
2024-03-31 $2,709,511 11,900
2023-12-31 $1,907,683 10,183
2023-09-30 $443,541 2,973
2023-06-30 $1,199,889 6,888
2023-03-31 $3,583,043 21,722
2022-12-31 $1,623,624 10,989