Position in AXP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$208,700
-$16,969 QoQ
Shares Held
617
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,655
of 2,990 holders
Holding Since
Sep 2025
3 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, 2026Advisory Resource Group holds $4,589,620 across 3 Credit Services names. AXP ranks #3 (4.5% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,700 | 617 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $225,669 | 610 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $202,617 | 610 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||