Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$724,869
+$127,471 QoQ
Shares Held
2,143
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,759
of 2,990 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $10,213,221 across 4 Credit Services names. AXP ranks #3 (7.1% of the industry book) .
All Filings in AXP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,869 | 2,143 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $597,398 | 1,975 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $938,563 | 2,537 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $883,213 | 2,659 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $865,073 | 2,712 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $668,589 | 2,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $642,847 | 2,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $552,976 | 2,039 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $467,036 | 2,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $363,393 | 1,596 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $207,198 | 1,106 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $283,075 | 1,625 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $230,765 | 1,399 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $203,895 | 1,380 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||