Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$438,710
+$412,854 QoQ
Shares Held
1,297
+641.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,105
of 2,990 holders
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $46,427,595 across 6 Credit Services names. AXP ranks #4 (0.9% of the industry book) .
All Filings in AXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,710 | 1,297 | Shares | Defined | 2026-08-14 | |
| 2022-12-31 | $25,856 | 175 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||