Position in AXP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$685,632
+$66,456 QoQ
Shares Held
2,027
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,797
of 2,990 holders
Holding Since
Mar 2021
8 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, 2026Capital Advantage, Inc. holds $2,237,249 across 3 Credit Services names. AXP ranks #2 (30.6% of the industry book) .
All Filings in AXP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,632 | 2,027 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $619,176 | 2,047 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $744,339 | 2,012 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $664,320 | 2,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $637,960 | 2,000 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $797,733 | 2,965 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $879,982 | 2,965 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $230,547 | 1,630 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||