Position in AXP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,032,277
+$778,199 QoQ
Shares Held
11,921
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#884
of 2,990 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 1%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BANK OZK holds $10,471,243 across 4 Credit Services names. AXP ranks #2 (38.5% of the industry book) .
All Filings in AXP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,032,277 | 11,921 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,254,078 | 10,758 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,765,350 | 10,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,393,014 | 10,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,976,083 | 9,330 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,411,763 | 8,964 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,209,007 | 7,443 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,806,734 | 6,662 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,554,626 | 6,714 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,054,659 | 4,632 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $488,957 | 2,610 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||