Position in AXP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$458,328
+$48,468 QoQ
Shares Held
1,355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,076
of 2,990 holders
Holding Since
Jun 2021
19 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, 2026Legacy Private Trust Co. holds $15,909,046 across 4 Credit Services names. AXP ranks #3 (2.9% of the industry book) .
All Filings in AXP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,328 | 1,355 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $409,860 | 1,355 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $501,281 | 1,355 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $450,076 | 1,355 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $435,407 | 1,365 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $367,252 | 1,365 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $405,117 | 1,365 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $370,188 | 1,365 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $316,065 | 1,365 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $310,796 | 1,365 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $255,719 | 1,365 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $203,643 | 1,365 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $237,783 | 1,365 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $225,156 | 1,365 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $201,678 | 1,365 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $255,255 | 1,365 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $223,314 | 1,365 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $228,677 | 1,365 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $225,538 | 1,365 | Shares | Sole | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||