Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,716,956
-$756,159 QoQ
Shares Held
5,076
-24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,266
of 2,990 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CAPE COD FIVE CENTS SAVINGS BANK holds $14,677,623 across 5 Credit Services names. AXP ranks #2 (11.7% 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 | $1,716,956 | 5,076 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,473,115 | 6,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,220,489 | 6,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,132,381 | 6,685 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $1,798,599 | 6,685 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $1,984,041 | 6,685 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,812,972 | 6,685 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $1,751,907 | 7,566 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,805,581 | 7,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,551,924 | 8,284 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,586,357 | 17,336 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,594,278 | 9,152 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,515,230 | 9,186 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,378,655 | 9,331 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,600,976 | 11,867 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $1,682,153 | 12,135 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,290,002 | 12,246 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,062,178 | 12,605 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,208,380 | 13,182 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,201,689 | 13,325 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,780,163 | 12,586 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,626,844 | 13,455 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,362,397 | 13,590 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,366,024 | 14,349 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,280,896 | 14,962 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||