Position in AXP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,573,755
+$1,150,895 QoQ
Shares Held
22,391
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#660
of 2,998 holders
Holding Since
Mar 2020
26 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, 2026Fort Sheridan Advisors LLC holds $24,260,321 across 4 Credit Services names. AXP ranks #3 (31.2% 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 | $7,573,755 | 22,391 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,422,860 | 21,234 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,874,015 | 21,284 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,803,965 | 20,484 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,521,865 | 20,446 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,500,996 | 20,446 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,190,149 | 20,857 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,737,778 | 21,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,898,903 | 21,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,064,024 | 13,457 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,563,185 | 13,682 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,041,217 | 13,682 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,357,274 | 13,532 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,232,103 | 13,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,999,353 | 13,532 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,828,839 | 13,556 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,868,874 | 13,482 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,487,100 | 13,300 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,175,880 | 13,300 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,228,149 | 13,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,197,559 | 13,300 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,951,872 | 13,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,668,558 | 13,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,413,224 | 14,097 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,342,034 | 14,097 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,044,185 | 12,197 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||