Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,784,013
+$905,620 QoQ
Shares Held
25,969
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#616
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Coastline Trust Co holds $28,787,766 across 4 Credit Services names. AXP ranks #2 (30.5% of the industry book) .
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,784,013 | 25,969 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,878,393 | 26,046 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $9,786,657 | 26,454 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $8,791,278 | 26,467 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $8,502,092 | 26,654 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $7,174,217 | 26,665 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $7,989,289 | 26,919 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,344,096 | 27,080 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $6,071,703 | 26,222 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $5,784,463 | 25,405 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $4,152,577 | 22,166 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $3,348,419 | 22,444 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,745,300 | 21,500 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,338,990 | 14,180 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $2,108,244 | 14,269 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $936,409 | 6,941 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $958,002 | 6,911 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,288,056 | 6,888 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,141,600 | 6,978 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,165,170 | 6,955 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,206,178 | 7,300 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,063,628 | 7,520 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,152,875 | 9,535 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $943,853 | 9,415 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $974,372 | 10,235 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $876,217 | 10,235 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||