Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,724,060
+$182,622 QoQ
Shares Held
5,097
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,262
of 2,990 holders
Holding Since
Dec 2020
23 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, 2026PFG Advisors holds $4,008,713 across 3 Credit Services names. AXP ranks #2 (43.0% of the industry book) .
All Filings in AXP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724,060 | 5,097 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,541,438 | 5,096 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,778,349 | 4,807 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,720,256 | 5,179 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,613,719 | 5,059 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,351,976 | 5,025 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,501,757 | 5,060 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,412,680 | 5,209 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,060,499 | 4,580 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,009,577 | 4,434 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $742,053 | 3,961 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $589,598 | 3,952 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $686,870 | 3,943 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $644,294 | 3,906 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $672,262 | 4,550 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $573,772 | 4,253 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $684,505 | 4,938 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $694,892 | 3,716 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $607,937 | 3,716 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $579,653 | 3,460 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $574,669 | 3,478 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $434,928 | 3,075 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $379,415 | 3,138 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||