Position in AXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$638,277
+$67,498 QoQ
Shares Held
1,887
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,844
of 2,990 holders
Holding Since
Mar 2020
26 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, 2026Stonebridge Capital Advisors LLC holds $26,266,557 across 3 Credit Services names. AXP ranks #2 (2.4% of the industry book) .
All Filings in AXP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,277 | 1,887 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $570,779 | 1,887 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $871,972 | 2,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $782,236 | 2,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $751,197 | 2,355 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $633,881 | 2,356 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $735,445 | 2,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $657,117 | 2,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $559,656 | 2,417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $553,742 | 2,432 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $456,547 | 2,437 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,125 | 2,005 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $346,135 | 1,987 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $335,673 | 2,035 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $300,671 | 2,035 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,035 | 1,883 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $253,397 | 1,828 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $351,186 | 1,878 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $353,866 | 2,163 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $427,369 | 2,551 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $528,901 | 3,201 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $452,749 | 3,201 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $392,111 | 3,243 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $354,985 | 3,541 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $337,103 | 3,541 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $223,955 | 2,616 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||