Position in AXP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$850,360
+$169,176 QoQ
Shares Held
2,514
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,654
of 2,990 holders
Holding Since
Mar 2024
9 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, 2026Keystone Financial Group holds $4,025,154 across 3 Credit Services names. AXP ranks #2 (21.1% of the industry book) .
All Filings in AXP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,360 | 2,514 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $681,184 | 2,252 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $781,334 | 2,112 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $662,202 | 2,076 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $503,123 | 1,870 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $549,951 | 1,853 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $458,328 | 1,690 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $349,177 | 1,508 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $372,273 | 1,635 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||