Position in AXP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,661,367
+$12,664,153 QoQ
Shares Held
202,990
+9.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#198
of 2,990 holders
Holding Since
Dec 2022
15 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, 2026Vest Financial, LLC holds $309,177,634 across 6 Credit Services names. AXP ranks #3 (22.2% 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 | $68,661,367 | 202,990 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $55,997,214 | 185,127 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $60,467,586 | 163,448 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $51,900,995 | 156,253 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,365,339 | 148,490 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,431,639 | 142,842 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $33,114,640 | 111,576 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $27,783,626 | 102,447 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $22,276,730 | 96,207 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,484,328 | 81,182 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $13,067,339 | 69,752 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,378,212 | 56,158 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,283,311 | 30,329 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,422,528 | 8,624 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $383,115 | 2,593 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||