Position in AXP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$155,933
+$15,583 QoQ
Shares Held
461
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,737
of 2,990 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $18,191,582 across 5 Credit Services names. AXP ranks #3 (0.9% of the industry book) .
All Filings in AXP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,933 | 461 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $140,350 | 464 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $171,656 | 464 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $154,122 | 464 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $173,525 | 544 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $146,363 | 544 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $166,202 | 560 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $151,872 | 560 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $138,930 | 600 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $136,614 | 600 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $112,404 | 600 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||