Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$433,298
+$77,280 QoQ
Shares Held
1,281
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,113
of 2,990 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Nadler Financial Group, Inc. holds $9,052,141 across 4 Credit Services names. AXP ranks #4 (4.8% of the industry book) .
All Filings in AXP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,298 | 1,281 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $356,018 | 1,177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $493,143 | 1,333 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $424,168 | 1,277 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $375,439 | 1,177 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $316,671 | 1,177 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $349,321 | 1,177 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $319,202 | 1,177 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $247,063 | 1,067 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $242,945 | 1,067 | Shares | Sole | 2024-04-26 | |
| 2022-03-31 | $206,074 | 1,102 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $202,376 | 1,208 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||