Position in AXP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$47,882,331
-$5,346,283 QoQ
Shares Held
141,559
-19.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 13%
Shared 87%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fiera Capital Corp holds $1,048,839,905 across 3 Credit Services names. AXP ranks #3 (4.6% of the industry book) .
All Filings in AXP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,882,331 | 141,559 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $53,228,614 | 175,974 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $61,203,787 | 165,438 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $39,047,068 | 117,555 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $22,077,243 | 69,212 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,121,837 | 48,771 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $12,264,549 | 41,324 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,471,388 | 34,924 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,844,849 | 29,561 | Shares | Other | 2024-10-31 | |
| 2023-06-30 | $209,040 | 1,200 | Shares | Other | 2023-08-09 | |
| 2022-03-31 | $224,400 | 1,200 | Shares | Other | 2022-05-09 | |
| 2021-09-30 | $201,036 | 1,200 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $247,845 | 1,500 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $212,160 | 1,500 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,734,816 | 14,348 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $1,444,803 | 14,412 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $2,054,510 | 21,581 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $1,881,279 | 21,975 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||