Position in AXP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,730,825
+$141,293 QoQ
Shares Held
5,117
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,259
of 2,990 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $17,018,620 across 4 Credit Services names. AXP ranks #3 (10.2% of the industry book) .
All Filings in AXP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,825 | 5,117 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,589,532 | 5,255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,915,601 | 5,178 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,658,807 | 4,994 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,703,034 | 5,339 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,656,540 | 6,157 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,829,413 | 6,164 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,733,781 | 6,393 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,563,657 | 6,753 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,100,653 | 4,834 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,345,663 | 7,183 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,400,894 | 9,390 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $511,277 | 2,935 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $461,860 | 2,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $413,700 | 2,800 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||