Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,146,329
-$30,923 QoQ
Shares Held
3,389
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,514
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $26,042,718 across 4 Credit Services names. AXP ranks #3 (4.4% of the industry book) .
All Filings in AXP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,329 | 3,389 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,177,252 | 3,892 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,410,249 | 3,812 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,282,137 | 3,860 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,154,707 | 3,620 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $894,322 | 3,324 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $988,607 | 3,331 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $906,079 | 3,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $745,127 | 3,218 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $742,496 | 3,261 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $569,700 | 3,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $675,979 | 4,531 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $830,411 | 4,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $759,264 | 4,603 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $674,478 | 4,565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $582,136 | 4,315 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $621,017 | 4,480 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $916,861 | 4,903 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $555,094 | 3,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $556,032 | 3,319 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $568,060 | 3,438 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $456,851 | 3,230 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $401,058 | 3,317 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $313,080 | 3,123 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||