Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,970
-$245,446 QoQ
Shares Held
1,011
-47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,278
of 2,990 holders
Holding Since
Jun 2023
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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,862,930 across 4 Credit Services names. AXP ranks #3 (11.9% 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 | $341,970 | 1,011 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $587,416 | 1,942 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $781,334 | 2,112 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $668,305 | 2,012 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $418,501 | 1,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $361,872 | 1,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $377,516 | 1,272 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $380,764 | 1,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,996 | 1,572 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $310,113 | 1,362 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $257,030 | 1,372 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $358,677 | 2,059 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||