NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in AXP — American Express Co
CIK 1109767
CEDAR RAPIDS, IA
Position in AXP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,956,643
+$292,702 QoQ
Shares Held
8,741
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,017
of 2,990 holders
Holding Since
Mar 2020
12 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $16,583,440 across 4 Credit Services names. AXP ranks #2 (17.8% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,956,643 | 8,741 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,663,941 | 8,807 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,543,406 | 6,875 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,189,266 | 6,591 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $415,630 | 1,303 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,895 | 1,215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $363,567 | 1,225 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $333,847 | 1,231 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $204,690 | 884 | Shares | Sole | 2024-07-29 | |
| 2022-03-31 | $205,326 | 1,098 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $200,700 | 1,198 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $305,456 | 3,568 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||