Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,920,472
+$2,615,584 QoQ
Shares Held
38,198
+12.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#509
of 2,990 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $14,697,917 across 3 Credit Services names. AXP ranks #1 (87.9% of the industry book) .
All Filings in AXP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,920,472 | 38,198 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $10,304,888 | 34,068 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $13,402,178 | 36,227 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $11,324,995 | 34,095 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $10,114,855 | 31,710 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||