Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,680,764
+$177,741 QoQ
Shares Held
4,969
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,280
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $13,107,310 across 5 Credit Services names. AXP ranks #2 (12.8% of the industry book) .
All Filings in AXP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,764 | 4,969 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,503,023 | 4,969 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,643,317 | 4,442 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $1,475,454 | 4,442 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $1,416,909 | 4,442 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $797,464 | 2,964 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $879,685 | 2,964 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $677,457 | 2,498 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $744,664 | 3,216 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $732,251 | 3,216 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $602,485 | 3,216 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $479,795 | 3,216 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $560,227 | 3,216 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $530,479 | 3,216 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $475,164 | 3,216 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $441,965 | 3,276 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $523,429 | 3,776 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $706,112 | 3,776 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $560,493 | 3,426 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $576,805 | 3,443 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $486,977 | 3,443 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $416,293 | 3,443 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $343,456 | 3,426 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $326,821 | 3,433 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $293,899 | 3,433 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||