Position in AXP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$248,613
-$455,415 QoQ
Shares Held
735
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,523
of 2,998 holders
Holding Since
Mar 2020
3 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, 2026Sather Financial Group Inc holds $133,225,863 across 5 Credit Services names. AXP ranks #4 (0.2% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,613 | 735 | Shares | Sole | 2026-07-30 | |
| 2022-12-31 | $704,028 | 4,765 | Shares | Sole | 2023-01-20 | |
| 2020-03-31 | $580,007 | 6,775 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||