EAGLE HARBOR ASSET MANAGEMENT INC /ADV
Position in AXP — American Express Co
CIK 1088388
SEATTLE, WA
Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$453,931
+$48,003 QoQ
Shares Held
1,342
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,086
of 2,990 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADV holds $1,836,530 across 3 Credit Services names. AXP ranks #2 (24.7% of the industry book) .
All Filings in AXP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,931 | 1,342 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $405,928 | 1,342 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $496,472 | 1,342 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $445,758 | 1,342 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $432,536 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $364,831 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $402,447 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $367,747 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2024-06-30 | $313,981 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $308,747 | 1,356 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $267,708 | 1,429 | Shares | Sole | 2026-08-11 | |
| 2023-09-30 | $211,103 | 1,415 | Shares | Sole | 2026-08-11 | |
| 2023-06-30 | $246,493 | 1,415 | Shares | Sole | 2026-08-11 | |
| 2023-03-31 | $233,404 | 1,415 | Shares | Sole | 2026-08-11 | |
| 2022-12-31 | $209,066 | 1,415 | Shares | Sole | 2026-08-11 | |
| 2022-03-31 | $264,605 | 1,415 | Shares | Sole | 2026-08-11 | |
| 2021-12-31 | $231,494 | 1,415 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||