Community Financial Services Group, LLC
Position in AXP — American Express Co
CIK 1537319
NEWPORT, VT
Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,970,788
-$240,335 QoQ
Shares Held
17,652
-14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#748
of 2,998 holders
Holding Since
Sep 2023
11 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, 2026Community Financial Services Group, LLC holds $21,317,709 across 4 Credit Services names. AXP ranks #2 (28.0% of the industry book) .
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,970,788 | 17,652 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $6,211,123 | 20,534 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $7,688,670 | 20,783 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,389,895 | 22,248 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,286,459 | 22,843 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,237,116 | 23,182 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,961,802 | 23,457 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,375,912 | 23,510 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,504,174 | 23,771 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,125,984 | 22,513 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $620,033 | 4,156 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||