Position in AXP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,380,398
+$131,459 QoQ
Shares Held
4,081
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,394
of 2,990 holders
Holding Since
Dec 2024
7 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, 2026Union Bancaire Privee, UBP SA holds $219,349,239 across 4 Credit Services names. AXP ranks #4 (0.6% of the industry book) .
All Filings in AXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,398 | 4,081 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,248,939 | 4,129 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $1,527,523 | 4,129 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $49,824 | 150 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $47,847 | 150 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $431,287 | 1,603 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $823,889 | 2,776 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||