Position in AXP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$720,472
-$590,476 QoQ
Shares Held
2,130
-50.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,772
of 2,998 holders
Holding Since
Dec 2020
9 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, 2026First Bank & Trust holds $6,655,629 across 5 Credit Services names. AXP ranks #3 (10.8% of the industry book) .
All Filings in AXP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,472 | 2,130 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,310,948 | 4,334 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,243,746 | 6,065 | Shares | Sole | 2026-01-12 | |
| 2022-03-31 | $3,553 | 19 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,108 | 19 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,183 | 19 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,139 | 19 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,687 | 19 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,891 | 57 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||