Jefferies Financial Group Inc.

Position in AXP — American Express Co

CIK 96223 NEW YORK, NY

Position in AXP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$11,948,564

+$7,168,071 QoQ

Shares Held

39,502

+205.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Jefferies Financial Group Inc. holds $162,027,014 across 14 Credit Services names. AXP ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	227,064	$113,454,798
2	SOFI	SoFi Technologies, Inc.	1,134,805	$18,020,703
3	AXP	American Express Co This page	39,502	$11,948,564
4	SYF	Synchrony Financial	89,001	$6,053,848
5	BFH	Bread Financial Holdings, Inc.	58,900	$4,411,021
6	AFRM	Affirm Holdings, Inc.	54,535	$2,498,793
7	PYPL	PayPal Holdings, Inc.	32,726	$1,480,196
8	COF	Capital One Financial Corp	7,183	$1,310,394

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,948,564	39,502	+205.7%	Shares	Defined	2026-05-08
2025-12-31	$4,780,493	12,922	-63.4%	Shares	Defined	2026-02-09
2025-09-30	$11,735,212	35,330	+244.2%	Shares	Defined	2025-11-13
2025-06-30	$3,274,329	10,265	+27.3%	Shares	Defined	2025-08-12
2025-03-31	$2,169,350	8,063	+357.6%	Shares	Defined	2025-05-08
2024-12-31	$522,943	1,762	-54.8%	Shares	Defined	2025-02-27
2024-06-30	$903,045	3,900	-67.2%	Shares	Defined	2024-08-13
2024-03-31	$2,709,511	11,900	+16.9%	Shares	Defined	2024-05-13
2023-12-31	$1,907,683	10,183	+242.5%	Shares	Defined	2024-05-06
2023-09-30	$443,541	2,973	-56.8%	Shares	Defined	2023-11-14
2023-06-30	$1,199,889	6,888	-68.3%	Shares	Defined	2023-08-14
2023-03-31	$3,583,043	21,722	+241.4%	Shares	Defined	2023-05-15
2022-12-31	$940,133	6,363	—	Shares	Defined	2023-09-21
No filing history on record for this holder in this stock.