Position in AXP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$334,529
+$56,853 QoQ
Shares Held
989
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,303
of 2,990 holders
Holding Since
Mar 2020
9 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, 2026Allen Capital Group, LLC holds $2,681,079 across 4 Credit Services names. AXP ranks #3 (12.5% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,529 | 989 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $277,676 | 918 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $333,324 | 901 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $277,021 | 834 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $258,692 | 811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,594 | 753 | Shares | Sole | 2025-05-02 | |
| 2021-06-30 | $236,444 | 1,431 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $203,673 | 1,440 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $228,493 | 2,669 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||